At a Glance
- Tasks: Manage top-tier institutional client relationships and identify new business opportunities.
- Company: Proxymity, a fast-growing digital investor communications platform.
- Benefits: Hybrid working, sabbaticals, volunteer days, and wellness subscriptions.
- Other info: Collaborative culture with excellent career growth and global opportunities.
- Why this job: Join a dynamic team and make a real impact in the financial sector.
- Qualifications: 8+ years in relationship management with strong commercial and negotiation skills.
The predicted salary is between 60000 - 80000 £ per year.
Proxymity is a market leading digital investor communications platform focused on providing regulatory compliant products, initially on Proxy Voting and Shareholder Disclosure services. Founded in London and spun out of Citi, our mission focuses on benefitting the whole capital markets ecosystem. This ethos is endorsed by investment from a global consortium of influential financial institutions. Proxymity’s service offering is now global, matching the needs of our custodian and broker community, reflected by a fast-growing client base.
As part of the relationship management team, you will manage a portfolio of top-tier institutional clients and large financial institutions in the EMEA region, focusing on nurturing existing relationships while developing, identifying, and cultivating new business opportunities for Proxymity. Reporting into the Head of Relationship Management, you will understand and anticipate the client's needs to grow and deepen the relationship by delivering mutually beneficial business outcomes.
The individual in this role must possess strong commercial, leadership, and influencing skills, with a demonstrated track record of working with senior business leaders and key decision-makers within the client organisation. Negotiation and communication skills are critical, as well as the ability to be proactive, self-driven, and work in a fast-paced environment while managing multiple priorities.
In your relationship capacity, you act as a key institutional client escalation point in the EMEA region, lead and oversee key programmes of work, manage contractual matters, and work with internal stakeholders to ensure ongoing client satisfaction. Your efforts to ensure ongoing satisfaction, adoption, and evolution of the Proxymity platform and products will require close collaboration with all Proxymity business functions, including senior management, business development, sales, legal, product, marketing, operations, and technology.
Responsibilities:
- Establish and maintain relationships with multiple levels within the institutional client organisation, organising and running regular client meetings.
- Act as primary owner to resolve open action items.
- Build and foster relationships across the client organisation, influencing good outcomes for the client and Proxymity.
- Build and maintain relationships with issuer agents in the region, acting as a trusted partner for business development opportunities.
- Drive account plans for clients ensuring a good understanding of their business needs and our solutions.
- Collaborate with financial intermediaries to ensure widespread adoption of the Proxymity platform.
- Identify areas of growth and opportunity with new client segments.
- Regular reporting to Proxymity management on the status of your client portfolio.
- Collaboration with the Proxymity marketing team to evolve marketing collateral and narratives.
- Build a deep understanding of the Proxymity value proposition and product lines.
- Negotiate and execute contracts with existing and new relationships.
Requirements:
- 8+ years of relevant experience in a Relationship Manager or commercial role.
- Experience of maintaining day-to-day relationships and building on existing relationships.
- Experience of leading regular relationship meetings.
- Experience managing client escalations.
- Extensive knowledge of financial markets and asset servicing; knowledge of corporate actions and proxy voting ecosystems is an advantage.
- Experience navigating and managing senior management at clients and partners.
- Experience managing successful client onboarding/implementation.
- Proven track record of positive client engagement.
- Experience in developing new business ideas and opportunities.
- Strong interpersonal skills and business acumen.
- Ambitious with a can-do attitude.
- Strong written and presentation skills.
Benefits:
- Headspace subscription.
- Birthday off in addition to annual leave.
- Access to Absorb Learning.
- Improved family-friendly policies.
- Hybrid working scheme.
- Choose your tech.
- 2 duvet days a year.
- 1 volunteer day a year.
- 4-week sabbatical after 4 years at Proxymity.
- Workation policy allowing you to work anywhere in the world for up to 45 days per calendar year.
- Companywide parties twice a year.
- Team socials.
- A company wins programme.
- Companywide panels on various subjects like diversity and inclusion, wellbeing, etc.
Relationship Manager employer: Proxymity
Proxymity is an exceptional employer that champions a vibrant, inclusive work culture while prioritising employee growth and well-being. With a strong focus on values-driven leadership and innovative people strategies, employees benefit from a range of perks including hybrid working arrangements, generous leave policies, and opportunities for professional development. Located in the heart of London, Proxymity offers a dynamic environment where talent thrives and meaningful contributions are recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Proxymity. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Relationship Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Proxymity.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Proxymity's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Proxymity
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Proxymity.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Proxymity will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Proxymity employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
