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- Tasks: Manage and nurture client relationships while identifying upselling opportunities.
- Company: Join TreasurySpring, a fast-growing fintech tackling money market challenges since 2018.
- Benefits: Enjoy competitive salary, unlimited leave, hybrid work, and comprehensive health coverage.
- Why this job: Be part of a mission-driven team making a global impact in finance.
- Qualifications: 5+ years in relationship management with strong communication and organisational skills.
- Other info: Work in a vibrant office near Green Park with regular team events.
The predicted salary is between 43200 - 72000 £ per year.
TreasurySpring is the product of an obsession with fixing the fundamental structural problems in money markets. Our fascination with the sector began painfully, during the Global Financial Crisis of 2008, where we had a front-row seat to watch the evaporation of liquidity in fixed income and the near collapse of the entire short-dated funding markets. We have been on a mission to help deliver more sustainable solutions for the money markets ever since, and we launched TreasurySpring in 2018 to offer institutional clients a single gateway to the broadest range of the best risk-adjusted cash investment options. As a fast-growing London-based financial technology company, we deliver a unique solution to a global multi-trillion-dollar problem, delivered globally from our offices in London and New York. Our regulated Fixed-Term Fund platform delivers new digital pipelines to connect cash-rich firms to institutional borrowers. Clients include large Private Equity funds, Asset Managers, listed Corporates, high-growth tech companies and many more.
The Senior Relationship Manager plays a pivotal role in nurturing and expanding our existing client relationships. They are the primary point of contact for clients that have been onboarded onto the platform and have invested money into FTFs. They ensure satisfaction and loyalty by fostering strong connections through regular interactions including business lunches, dinners, and social engagements. The purpose of this role is to simultaneously free up the sales team to originate new business, whilst identifying opportunities for upselling and cross-selling our products to meet client needs, working closely with sales and technology, to deliver positive outcomes for TreasurySpring.
What we’re looking for:
- +5 years of relevant experience, ideally in a relationship management or sales role
- Proven ability to build and maintain relationships with key stakeholders
- Excellent relationship management skills, influencing partners for mutual growth
- Strong organisational skills with a keen attention to detail
- Excellent communication skills, both verbal and written
- A proactive, self-starter mindset with a track record of delivering results
- Experience with UK large corporates
What you’ll do:
- Ensure all of your clients receive outstanding service and support, leading to high levels of satisfaction and long-term retention.
- Identify and seize opportunities to increase the amount of AUM and/or introduce additional products and services
- Upselling Currency Conversion
- Organise and participate in client meetings, dinners, lunches, and social events to strengthen relationships and gain a deeper understanding of their financial needs and goals.
- Actively solicit and act upon client feedback to continually improve our services and address any concerns promptly, maintaining a client-first approach.
- Provide clients with valuable market insights and strategic recommendations that align with their financial objectives, demonstrating expertise and commitment to their success.
- Collaborate with internal teams to ensure seamless service delivery and maintain accurate records of client interactions and feedback for strategic planning and reporting purposes.
- Show proactivity and entrepreneurialism in the Relationship Management function
- Response time and professional/clear communication
What we offer:
- Competitive salary, depending on experience
- Equity, quarterly bonus scheme and discretionary bonus
- Unlimited Paid Leave
- Hybrid office-working model - we're in a great location near Green Park station in London
- Enhanced Parental Leave and Pay
- Workplace Pension
- Complete Bupa HealthCare Cover
- Life Insurance
- Income Protection Insurance
- Access to Yulife (Employee Assistance Programme)
- Remote Office set-up budget
- Cycle to Work Scheme
- A fun and dynamic working environment with regular team-building activities and events
Senior Relationship Manager (London Area) employer: TreasurySpring
Contact Detail:
TreasurySpring Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Relationship Manager (London Area)
✨Tip Number 1
Network within the financial technology sector, especially with professionals who have experience in relationship management. Attend industry events and seminars to meet potential colleagues or clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Familiarise yourself with TreasurySpring's products and services. Understanding their unique offerings will allow you to speak confidently about how you can enhance client relationships and identify upselling opportunities during interviews.
✨Tip Number 3
Demonstrate your proactive mindset by preparing examples of how you've successfully managed client relationships in the past. Highlight specific instances where your actions led to increased satisfaction or retention, as this aligns perfectly with the role's requirements.
✨Tip Number 4
Research the current trends in money markets and the challenges faced by institutional clients. Being knowledgeable about the market landscape will help you engage in meaningful conversations and showcase your expertise during the interview process.
We think you need these skills to ace Senior Relationship Manager (London Area)
Some tips for your application 🫡
Understand the Company: Before applying, take the time to understand TreasurySpring's mission and values. Familiarise yourself with their products and the challenges they aim to solve in the money markets. This knowledge will help you tailor your application.
Tailor Your CV: Highlight your relevant experience in relationship management or sales, especially any work with large corporates. Use specific examples that demonstrate your ability to build and maintain relationships, as well as your organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial technology sector and your proactive mindset. Mention how your skills align with the responsibilities of the Senior Relationship Manager role and how you can contribute to TreasurySpring's success.
Showcase Communication Skills: Since excellent communication is key for this role, ensure your application is clear and professional. Pay attention to grammar and structure, and consider including examples of how you've effectively communicated with clients in the past.
How to prepare for a job interview at TreasurySpring
✨Know Your Client Base
Familiarise yourself with the types of clients TreasurySpring serves, such as Private Equity funds and high-growth tech companies. Understanding their needs and challenges will help you demonstrate how your experience aligns with the role.
✨Showcase Relationship Management Skills
Prepare examples from your past roles where you've successfully built and maintained relationships with key stakeholders. Highlight specific instances where your efforts led to increased satisfaction or retention.
✨Demonstrate Proactivity
Be ready to discuss how you've identified opportunities for upselling or cross-selling in previous positions. Share your approach to client feedback and how it has shaped your service delivery.
✨Communicate Clearly and Confidently
Practice articulating your thoughts clearly, both verbally and in writing. Since excellent communication is crucial for this role, consider preparing a few key points about market insights or strategic recommendations relevant to TreasurySpring's services.
