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- Tasks: Manage and grow key client relationships while ensuring high-quality service delivery.
- Company: Dynamic financial services firm focused on client success and innovation.
- Benefits: Competitive salary, flexible working, generous holiday, and wellness perks.
- Why this job: Make a real impact by building trusted partnerships and driving client success.
- Qualifications: Experience in client relationship management and strong communication skills required.
- Other info: Join a supportive team with opportunities for leadership and career growth.
The predicted salary is between 43200 - 72000 £ per year.
This role is responsible for proactively managing and growing key client relationships. You will build long-term partnerships with clients, adding value through strategic, commercial and service-led engagement, while ensuring high-quality delivery across product and operational workstreams. A core part of the role is maintaining a strong focus on end investors, ensuring WBS consistently supports positive customer outcomes and meets its regulatory obligations.
KEY RESPONSIBILITIES- Build and maintain strong, long-term relationships with institutional and professional clients across the UK investment market.
- Act as a trusted partner to clients, supporting their growth and delivering consistently high service standards and positive customer outcomes.
- Drive revenue growth through proactive commercial engagement and by identifying opportunities to deepen client relationships.
- Own and actively manage a portfolio of key accounts, delivering structured service and commercial reviews.
- Develop a strong understanding of client needs, business models and strategic priorities to deliver tailored solutions.
- Engage directly with senior client stakeholders and executives to align services with client objectives and future roadmap.
- Act as a senior escalation point for complex service or product issues, ensuring timely and effective resolution.
- Work closely with Product, Business Development, Operations, Risk and Compliance teams to deliver seamless client solutions.
- Ensure services are delivered in line with agreed SLAs and regulatory requirements, including FCA Consumer Duty obligations.
- Use management information and performance data to monitor client performance, identify risks and support decision-making.
- Lead, coach and develop a high-performing client relationship team, promoting accountability and ownership.
- Support the execution of the wider client strategy and contribute to continuous improvement initiatives.
- Promote a strong culture of compliance, risk management, integrity and client focus.
- Represent the business externally through industry events, forums and client engagement activities.
- Have proven experience in client relationship management, account management or client services within financial services or the investment industry.
- Have a strong commercial mindset with a track record of driving revenue growth and deepening client relationships.
- Are confident engaging with senior stakeholders and building trusted partnerships.
- Have experience managing complex client portfolios and delivering high service standards.
- Understand FCA-regulated environments and the importance of strong risk, compliance and Consumer Duty outcomes.
- Are comfortable acting as an escalation point and resolving issues in a professional, client-focused manner.
- Enjoy working cross-functionally with product, sales, operations and compliance teams.
- Have strong communication, influencing and relationship-building skills.
- Are proactive, organised and able to prioritise effectively in a fast-paced environment.
- Have leadership or team management experience (or are ready to step into a people leadership role).
- Competitive salary inclusive of discretionary annual bonus & annual pay review.
- Work Abroad Policy for up to 15 days per year.
- 25 days holiday plus bank holidays and additional well-being day.
- Option to purchase an additional 5 days holiday per year.
- Flexible working options available, including hybrid working.
- Pension scheme up to 10% employer contribution.
- Income Protection & Life insurance (4 x salary core level of cover).
- Employee Assistance Programme.
- Discounted Gym Membership.
- Variety of travel to work schemes.
Senior Relationship Manager employer: Winterflood Business Services
Contact Detail:
Winterflood Business Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Relationship Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join forums, and engage on LinkedIn. The more you put yourself out there, the better your chances of landing that Senior Relationship Manager role.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your experience in managing client relationships and driving revenue growth. Share specific examples that demonstrate your skills and successes.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire, like us at StudySmarter, and express your interest in working with them. You never know when an opportunity might arise!
✨Tip Number 4
Prepare for interviews by researching the company and its clients. Understand their needs and how you can add value. Tailor your responses to show how your experience aligns with their goals, especially in terms of compliance and client satisfaction.
We think you need these skills to ace Senior Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Relationship Manager. Highlight your experience in client relationship management and any relevant achievements that showcase your ability to drive revenue growth and build trusted partnerships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Mention specific examples of how you've successfully managed complex client portfolios and delivered high service standards in the past.
Showcase Your Commercial Mindset: We want to see your strong commercial mindset in action! In your application, include instances where you've identified opportunities to deepen client relationships or driven revenue growth. This will help us understand how you can add value to our team.
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 shows us you’re keen on joining the StudySmarter family!
How to prepare for a job interview at Winterflood Business Services
✨Know Your Clients Inside Out
Before the interview, dive deep into understanding the key clients and their business models. Familiarise yourself with their strategic priorities and how your potential role can add value to their operations. This will not only impress the interviewers but also show that you’re proactive and ready to build those long-term partnerships.
✨Showcase Your Commercial Mindset
Be prepared to discuss specific examples where you've driven revenue growth or deepened client relationships in previous roles. Highlight your ability to identify opportunities and how you’ve successfully engaged with senior stakeholders to align services with client objectives. This will demonstrate your strong commercial acumen.
✨Demonstrate Problem-Solving Skills
Since the role involves acting as a senior escalation point for complex issues, come equipped with examples of how you've resolved challenging situations in a professional manner. Discuss your approach to ensuring timely and effective resolutions while maintaining high service standards.
✨Emphasise Team Collaboration
This position requires working closely with various teams like Product, Business Development, and Compliance. Share experiences where you’ve successfully collaborated cross-functionally to deliver seamless client solutions. This will highlight your ability to work in a fast-paced environment and your commitment to achieving positive customer outcomes.
