At a Glance
- Tasks: Build and manage relationships with institutional clients in a dynamic banking environment.
- Company: Join Swissquote, the Swiss leader in online banking with a vibrant culture.
- Benefits: Flexible work, no dress code, and opportunities for career growth.
- Other info: Diverse team welcoming all backgrounds; apply by 31st March!
- Why this job: Make a real impact in the financial industry while developing your skills.
- Qualifications: 2-6 years in institutional sales; strong interpersonal and presentation skills required.
The predicted salary is between 50000 - 70000 € per year.
Building the bank of tomorrow takes more than skills. It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential. We are the Swiss Leader in Online Banking and we provide trading, investing and banking services to over 650,000 clients, through our performant and secured digital platforms. Our 1,200 employees work in a flexible way, without dress code and in multicultural teams. By having a huge impact on the industry, they are growing their skills portfolio and boosting their career in a fast-paced environment.
We are seeking a highly motivated and commercially driven Relationship Manager to help build our UK presence. The successful candidate will be responsible for developing and managing relationships with institutional clients — including asset managers, hedge funds, pension funds, insurance companies, and other financial institutions.
- Client Relationship Management
- Prospecting and acquiring new clients and strengthening relationships, including asset managers, pension funds, hedge funds, and insurance companies.
- Introduce UK clients to the Swissquote Bank product and services.
- Manage each account to ensure that the client has a completed profile and that accounts are correctly maintained and serviced, specifically adhering to Swissquote’s internal guidelines, including compliance and risk management framework.
- Oversee the Customer Relationship Management (CRM) system, ensuring accurate and up-to-date client records.
- Business Development & Growth
- Assist in establishing the relationship management department in the UK.
- Identify and cultivate prospects and new business opportunities.
- Initiate and lead new business meetings, closing sales with institutional and private clients.
- Leverage relationships with existing institutional accounts through proactive, creative outreach initiatives.
- Work with internal departments to ensure company practices align with client expectations.
- Collaborate with the Marketing team to ensure sales materials are current, targeted, and effective.
- Partner with Swissquote team members, SQHQ, and foreign office colleagues to further develop sales opportunities and strategies.
Qualifications
- 2-6 years of experience in institutional sales within a Bank or Financial Institution.
- Experience in FX and Crypto markets, with an understanding of electronic trading platforms (e.g., Bloomberg, Integral, 360T) and pricing systems is a plus.
- Entrepreneurial, strong interpersonal, and presentation skills, with the ability to engage sophisticated institutional clients.
- Existing network and client relationships in the UK.
- Success in onboarding institutional client relationships & building strong engagement.
- Languages: English (native), any other language is a plus.
Applications will be accepted until the 31st of March.
Institutional Relationship Manager employer: Swissquote Group
At Swissquote, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. Our employees enjoy flexible working arrangements, a casual dress code, and the opportunity to thrive in multicultural teams, all while contributing to the future of online banking. With a strong focus on professional development and career growth, we empower our team members to enhance their skills and make a significant impact in a fast-paced environment.
StudySmarter Expert Advice🤫
We think this is how you could land Institutional Relationship Manager
✨Tip Number 1
Networking is key! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be afraid to reach out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice your pitch! You never know when you’ll meet a potential employer or client. Have a clear and concise introduction ready that highlights your experience and what you can bring to the table. We want you to shine!
✨Tip Number 3
Follow up after meetings or networking events. A simple thank you email can go a long way in keeping you top of mind. We recommend being genuine and personal in your messages to build those relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about joining our team at Swissquote!
We think you need these skills to ace Institutional Relationship Manager
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to express your passion for the role and how you align with our vibes at Swissquote.
Tailor Your CV:Make sure to tailor your CV to highlight your experience in institutional sales and relationship management. We’re looking for specific examples that demonstrate your skills and successes in similar roles.
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured applications that make it easy for us to see why you’d be a great fit for the Institutional Relationship Manager position.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Swissquote Group
✨Know Your Stuff
Before the interview, make sure you’re well-versed in Swissquote’s products and services. Familiarise yourself with the financial landscape, especially around institutional clients like asset managers and hedge funds. This will show your genuine interest and help you engage in meaningful conversations.
✨Showcase Your Network
Since having an existing network is crucial for this role, be ready to discuss your connections within the UK financial sector. Highlight any past successes in onboarding institutional clients and how those relationships can benefit Swissquote. It’s all about demonstrating your potential impact!
✨Demonstrate Your Interpersonal Skills
As a Relationship Manager, strong interpersonal skills are key. Prepare examples of how you've successfully built and maintained client relationships in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses and make them memorable.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and approach to client management. Think about challenges you’ve faced in previous roles and how you overcame them. This will showcase your critical thinking and adaptability in a fast-paced environment.
