At a Glance
- Tasks: Build and manage relationships with institutional clients in the UK financial sector.
- Company: Join Swissquote, the Swiss leader in online banking with a vibrant, multicultural team.
- Benefits: Flexible work environment, no dress code, and opportunities for career growth.
- Why this job: Make a significant impact in the finance industry while developing your skills.
- Qualifications: 2-6 years in institutional sales; strong interpersonal and presentation skills required.
- Other info: Collaborative culture with a focus on innovation and client success.
The predicted salary is between 36000 - 60000 £ 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+650’000 clients, through our performant and secured digital platforms.
Our +1200 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-pace environment.Have a look behind the scenes by checkingHumans of Swissquote on Instagram.
We are all in at Swissquote. As an equal opportunity employer, we welcome candidates from all backgrounds, experiences and perspectives to join our team and contribute to our shared success.
Are you all in? Don’t be shy, apply!
Job Description
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 institutional sales, 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 UK
- Success in onboarding institutional client relationships & building strong engagement
- Languages: English (native), any other language is a plus
Additional Information
Applications will be accepted until the 27th February.
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Institutional Relationship Manager employer: Swissquote
Contact Detail:
Swissquote Recruiting Team
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’ll want to be able to clearly articulate your value to potential clients. Role-play with a friend or in front of a mirror until you feel confident. Remember, first impressions matter, so make yours count!
✨Tip Number 3
Follow up! After meeting someone or having a conversation, send a quick email to thank them and reiterate your interest. It shows you’re proactive and keen, which is exactly the vibe we love at StudySmarter.
✨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’re always looking for passionate individuals who are ready to make an impact!
We think you need these skills to ace Institutional Relationship Manager
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see how excited you are about building relationships and making an impact in the financial sector. A little personality goes a long way!
Tailor Your CV: Make sure your CV is tailored to the job description. Highlight your experience in institutional sales and any relevant skills that match what we’re looking for. We love seeing how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for the Institutional Relationship Manager role. Share specific examples of your past successes and how they relate to what we do at Swissquote. Keep it engaging and concise!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Swissquote
✨Know Your Stuff
Before the interview, make sure you’re well-versed in Swissquote’s products and services. Understand how they cater to institutional clients like asset managers and hedge funds. This knowledge will help you demonstrate your enthusiasm and ability to engage with sophisticated clients.
✨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 relationships you’ve built with institutional clients and how you can leverage these to benefit Swissquote.
✨Demonstrate Your Sales Skills
Prepare to share specific examples of how you’ve successfully onboarded institutional clients in the past. Use metrics or success stories to illustrate your impact and show that you can drive business growth effectively.
✨Be a Team Player
Swissquote values collaboration, so be prepared to discuss how you’ve worked with internal teams in previous roles. Share examples of how you’ve partnered with marketing or other departments to align client expectations with company practices.