At a Glance
- Tasks: Build and manage relationships with institutional clients in the UK financial sector.
- Company: Join Swissquote, a leader in online banking with a vibrant, multicultural team.
- Benefits: Flexible work environment, no dress code, and opportunities for career growth.
- Other info: Applications close on 27th February; diverse candidates encouraged to apply.
- 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.
The predicted salary is between 36000 - 60000 £ per year.
Company Description
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-paced environment.
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.
- Collaboration & Sales Support
- 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 the 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.
Institutional Relationship Manager in London employer: Swissquote
Swissquote is an excellent employer that fosters a dynamic and collaborative work culture, ideal for those looking to make a significant impact in the financial services sector. With a strong emphasis on employee growth and development, team members are encouraged to expand their skills and advance their careers while enjoying the benefits of working in a vibrant UK market. The company's commitment to innovation and excellence makes it a rewarding place for professionals seeking meaningful and fulfilling employment.
StudySmarter Expert Advice🤫
We think this is how you could land Institutional Relationship Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know someone at Swissquote. A warm introduction can make all the difference when you're trying to land that Institutional Relationship Manager role.
✨Tip Number 2
Prepare for the interview by researching Swissquote's products and services. Show us you understand our offerings and how they can benefit institutional clients. Tailor your answers to highlight your experience in managing relationships with asset managers and hedge funds.
✨Tip Number 3
Practice your pitch! You’ll need to demonstrate your ability to engage sophisticated institutional clients. Role-play with a friend or mentor to refine your presentation skills and ensure you can confidently discuss your previous successes in onboarding clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in joining the Swissquote team and contributing to our shared success.
We think you need these skills to ace Institutional Relationship Manager in London
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. Share your story and why you’re the perfect fit for Swissquote.
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. This shows us that you’ve done your homework and understand what it takes to succeed in this role.
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured applications that get straight to the heart of your qualifications and experiences. Avoid fluff and focus on what makes you stand out as a candidate.
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 and straightforward – just follow the prompts!
How to prepare for a job interview at Swissquote
✨Know Your Stuff
Make sure you understand Swissquote's products and services inside out. Familiarise yourself with their offerings, especially in relation to institutional clients like asset managers and hedge funds. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Network
Since the role involves managing relationships with institutional clients, be ready to discuss your existing network. Highlight any connections you have within the UK financial sector and how you can leverage these relationships to benefit Swissquote. This could set you apart from other candidates.
✨Demonstrate Your Sales Skills
Prepare to share specific examples of how you've successfully onboarded institutional clients in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help illustrate your ability to drive business growth and manage client relationships effectively.
✨Cultural Fit Matters
Swissquote values a multicultural team and a flexible work environment. Be yourself during the interview and express how your background and experiences align with their culture. Show enthusiasm for collaboration and adaptability, as these traits are key to thriving in their fast-paced setting.
