65 Client Relationships jobs in London

The Role

As an experienced Private Banker with a proven track record in building and managing high-net-worth client relationships. Skilled in delivering tailored financial solutions, growing assets under management, and driving revenue through strategic cross-selling. Passionate about helping clients achieve their financial goals while exceeding performance targets.

Responsibilities

• Comply with Regulatory & AML policies- this involves sanctions screening, PEP activity, large value transactions and high risk country monitoring. Further investigations to ensure activity of customer falls in line with CDD/KYC protocols. Liaising with OPS, MLRO & senior management of any significant exceptions.
• Interdepartmental coordination to deliver high quality services. Namely between Treasury, Settlement and OPS.
• Process all mortgage applications in a compliant manner, without errors and right first time.
• Administrative work to ensure all customer files are up to date: this includes periodic reviews of all customer files to assess the adequacy of all presented documentation and KYC information.
• Ensure compliance with laws and regulations relevant to aforementioned responsibilities by enrolling in workshops, training courses and/or obtaining relevant certifications.
• Ensure, where possible. customers are informed of any changes to the terms of reference relating to their accounts and the services provided by the bank.
• Ensure customers’ requests are completed- whether they are transfers, cash orders, cheque books, depositing cash and enquiries
• Meet all customer and performance KPI’s
• Assist in formulate appropriate business strategy/budget for RM activities/ PB department
• Point of contact for JIB customers
• Escalate risk matters to appropriate senior managers
• Other adhoc tasks as required

Experience Required

• CEMAP qualified (Desireable)
• Up to date knowledge of AML regulations (JMLSG, FCA rules, 3rd EU Money Laundering Directive, The Money Laundering Regulations)
• Certified Role
• Arabic written and spoken (preferred)
• Working knowledge of day-to-day banking activities
• Good knowledge in using the bank’s core operating systems
• Communication skills with colleagues and customers
• Ability to work under pressure and meeting deadlines

What we offer:

• Competitive salary and Employee benefits package
• A great work environment in a wonderful Central London location
• The opportunity to learn, progress and enhance your skills

A Career at Jordan International Bank

Jordan International Bank was established in 1984 in response to a clear demand for a financial institution that could combine experience, knowledge and cultural understanding across two continents to fulfil client’s financial needs. Over three decades the bank has evolved from those founding principles to offer a full range of retail and investment banking services to its clients.

Working for JIB means that you join a team that are passionate about delivering the best for its customers, both internal and external.

JIB is an equal opportunity employer that values and supports diversity in the workplace, respecting everyone in the organisation as an individual. We pride ourselves on promoting an inclusive environment where everyone feels able to participate and achieve their potential.

Our size, around 50 employees, all based in our office in the heart of St James, means that every employee is able to make a positive impact but also enables them to have a breadth of knowledge rather than having to be specialists on one area with the chance of greater responsibility.

Relationship manager

London, Hybrid (2 days from home)

£40,000 - £45,000 Base salary + Bonus and uncapped commission

What does the relationship manager role involve?

Are you looking for a hybrid working job with an emphasis on building relationships? In this dual focused role, you’ll be supporting project delivery and resourcing, building strong client relationships and helping to drive successful outcomes, with a primary focus on building high-performing project teams.

Other benefits we offer

• Company pension scheme
• Flexible benefits including buying and selling holiday, Gym discounts, Cycle to work scheme, Health Cash Plan, Employee discounts
• Regular social events and the opportunity to get involved in our fund raising and community activities • Personal development and career progression opportunities.

What we’re looking for

• Recruitment Industry experience preferential.
• Experience of co-ordinating multi-disciplinary teams and Delivery Teams.
• Confident and comfortable in building relationships at all levels within an organisation.
• Curious – a desire to understand the detail of our clients’ strategies and project goals.
• Ability to manage challenging situations and work through to solution.

What you’ll be doing

• Working closely with Clients and Associates to build value.
• Building and facilitating Pre-Start half day workshops for all Associate Teams.
• Conducting performance reviews.
• Supporting Associate redeployment at the end of their assignment.
• Full Account Management of Sanderson Recruitment clients.
• Keeping up to date with client’s goals.
• Utilising existing Relationships to develop new clients.

About us

Established 40 years ago, we specialise in recruitment, solutions, consulting, and executive search. Our partnership approach unites our four divisions and sets us apart. We value human interactions and lasting relationships, being flexible, agile, and creative. Collaboration is key, as we work together to support each other and our clients. Sanderson Solutions offers RPO, MSP, Executive Search, Agency Recruitment, and Project services across various sectors, including Financial Services, Technology, Retail, Government, Defence, and Professional Services. We help our clients hire high-quality people who develop quickly, care more, and stay longer. We are committed to building inclusive and diverse teams, welcoming applications from people with varied backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

Remote – Commutable distance into London

Working in partnership with the National Relationship Director, the Client Relationship Manager will focus on providing the highest strategic level relationship for one of our commercial real estate and investment clients.

The Client Relationship Manager will play a pivotal role in driving strategic performance through on-site support and collaboration with contract and operations staff. This role requires a hands-on approach, combining in-field presence with in-depth business analysis to develop and implement tailored operating strategies for each site across the portfolio.

As Client Relationship Manager, you will be responsible for:

• Being an escalation point of contact for senior members of allocated contracts developing and maintaining relationships at senior level.
• Delivering in line with contract framework agreement and ensuring we achieve all goals as agreed and outlined within the contract and tender submission.
• Overall accountability of budgets/finance delivery including the requirement to complete annual budget reviews with all relevant stakeholders
• Ensuring consistency of high Service Delivery and high QA/KPI scores, across the entire portfolio of all allocated locations.
• Ensure alignment between client objectives and Churchill’s operational delivery, ESG commitments, and commercial performance.
• Undertaking site visits as required to assess standards and quality audit scores.
• Ensuring that all regional teams are adhering to client-specific requirements aside of KPIs.

As Client Relationship Manager, you will have:

• Previous senior management experience within a prestigious FM, Sales or B2B environment .
• Exceptional ability to create relationships and communicate at all levels including Director and MD level, whilst not letting this compromise ability to make and take necessary action.
• Proactive, ability to identify possible drops in service at early stages, to eliminate major dips in service occurring.
• Commercial analysis and resolution proposing capability
• Ability to multi-task and work in a pressurised environment, able to use time proactively to ensure that potential problems do not surface
• Proven track record of performance growth within a previous role.
• A driving licence is required.

What we offer you

We believe in rewarding talent and creating a workplace where everyone feels valued. Here’s what you’ll get:

• Employee Ownership – You are part of our success!
• 33 days holiday (including bank holidays)
• Company sick pay
• Maternity and paternity leave support
• 24/7 GP access, plus mental health, wellness, financial, and legal support
• Two paid volunteering days per year – Give back to a cause that matters to you
• Exclusive perks and discounts – More than 250 deals available
• Ongoing training and development – From apprenticeships to leadership programs
• Wellbeing, Diversity & Inclusion – Our Mosaic Committee and Mental Health First Aiders are leading the way
• Recognition and rewards – Celebrating our shining stars all year round

Our Commitment to Inclusion

We are committed to creating a workplace where everyone belongs. As an inclusive and equal-opportunity employer, we welcome applicants from all backgrounds and experiences. We believe that diversity drives innovation and excellence, and we strive to build a culture of respect, fairness, and opportunity for all.

Reasonable adjustments

Please let us know if there are any adjustments, we can make to support you during our recruitment process. We’re happy to help…

Please note: Security clearance (DBS) is required for this role.

Salary: £30,000 – £44,000 per year
 

Leading international bank based in the city currently seek a real estate finance and credit risk assessment individual to join the banks Real Estate Finance team as an Assistant relationship Manager

Role type: Permanent

Hybrid working

Salary: £50,000 - £60,000 + excellent benefits

Key Responsibilities:

• Complete credit applications and annual loan reviews for Real Estate Finance clients.
• Assist the Real.

WHJS1_UKTJ

Your Mission

As a Relationship Manager you will play a key role in expanding Vitesse’s presence in serving the global insurance market.  You will help us strengthen our engagement with Third Party Administrators (TPAs) and Brokers to create advocates of our service proposition.

You will be responsible for ensuring that the insurance companies and all relevant TPA’s and Brokers are using the platform optimally, you will drive wider adoption of the platform and identify cross-selling opportunities. This will ensure our customers’ experience is market leading and that we can meet our ambitious growth targets.

We are a fast-growing team with big ambitions and in a small business there is plenty of opportunity to play an integral role in the growth of Vitesse, your colleagues and our customers.

RESPONSIBILITIES 

• Develop strong relationships with our existing key clients through proactive engagement, effective communication and a deep understanding of our product offering
• Attend and own agenda points at regular business & service review meetings
• Manage relationships with a portfolio of c.40 insurance customers and platform users – developing and owning the relationship to identify opportunities
• Fully understand the customer corporate / organization structure, key ways of operating, key stakeholders and potential whitespace (i.e. where in the company we could offer a service). And to articulate this within Vitesse - to act as a client advocate
• Clear understanding of customer's multi-level strategy and fit to what doing with Vitesse - e.g. how does the company's annual report relate to what the delegated authority teams are doing with Vitesse
• Clear understanding of client's roadmap/strategy, needs and pain-points
• Maintain knowledge of customer sector, payments and platform.  Proactively learn/educate in advance of engagement with clients
• First point of contact for strategic / commercial queries for existing clients/user, responsible for coordinating internal processes/resources to get to resolution#

Improve Proposition

• Engage external stakeholders and key internal stakeholders (e.g. Product, Operations and Development) to ensure that client feedback (e.g. opportunities, issues, gaps) and deeper industry expertise informs our system and process development and strategic / product roadmap (to be the voice of the client).
• Maintain a tracker of all service and product feedback received; to escalate in a timely manner, to identify and prioritize platform/process improvements as part of our product strategy and to enhance our proposition
• Analyse data to: identify payment patterns, ways to optimise payment flow, increase revenue and enhance the Vitesse experience. Coordinates with BD, RM, Ops etc to make this happen

Service Delivery

• Collaborate closely with colleagues across the organisation to ensure all customer requirements/needs can be satisfied in an efficient and timely manner.
• Work across Vitesse organisation to ensure client is receiving best-in-class service and to provide strategic solutions which improves their business operations/model
• Deliver new product initiatives to existing customer base and scopes viability of product on a customer-by-customer basis
• Communicating product and service plans and roll out to clients
• Point of escalation for non-contracted TPAs when they feel their queries are not being handled in a timely manner

Revenue and Growth

• Create and develop client presentations and sales pitch materials to support customer conversations.
• Identify & execute on all revenue opportunities across Vitesse’s existing user/client base - additional share of wallet, cross-sell, upsell, new geographies
• Share new product initiatives to existing customer base and scoping viability of product on a customer-by-customer basis

Engagement and Onboarding

• Support the onboarding process for non-contracted TPA – provides the wider picture view and proposition of Vitesse for selected TPA (triaged)
• Deliver engaging overview/demonstration sessions of Vitesse to stakeholders of current clients/users or new non-contracted TPAs - this can be via screen shots on a slide deck vs actual system demo (depends on client request)

Lloyd’s of London Programme - Faster Claims Payment (FCP)

Deliver engaging overview of FCP and Vitesse proposition to non-contracted TPAs

Customer Data

Maintain accurate customer data using suitable tools (e.g. Salesforce, Zendesk etc.) to provide accurate revenue and resource forecasting

Industry Knowledge and Network

Apply your acquired knowledge and understanding of the insurance industry (all participants) to navigate your way to delivering business.

Requirements

• 1-3 years' experience in a related role in sales or account management with a proven track record in growing an existing business portfolio through consultative sales and relationship building.

• Experience within an Insurer and/or a TPA is essential

• Excellent interpersonal, verbal and written communication skills

• Proven ability to manage multiple tasks, projects and deadlines simultaneously.

• Proficient computer skills, especially Microsoft Office applications and Salesforce for effective client management.

• Ability to work effectively in a team environment.

• A can-do attitude and to be able to manage multiple workstreams and prioritize effectively.

Benefits

• 25 days Holiday per year (increasing by 1 day per years' service, up to 30 days) + Bank Holidays  
• Hybrid working arrangements – minimum 2 days in the office, Tuesday - Thursday 
• Contributory pension scheme  
• Enhanced Parental leave   
• Cycle to Work Scheme  
• Private Medical Insurance with AXA 
• Unlimited access to therapy sessions through our partner, Oliva   
• Discounted Gym membership through Gympass 
• Financial Coaching with Octopus Wealth  
• 2 days of volunteering leave per year  
• Sabbatical after 5 years’ service   
• Life Assurance - MetLife (UK employees only)
• Ongoing Learning and Development to support you reach your career goals  

We are Vitesse – the payment provider of choice for the insurance and treasury industry.  

Formed in 2014 by a team of proven FinTech entrepreneurs, we are an FCA regulated payments business that is driven to be the payment partner of choice for the insurance market, by providing global payment services and treasury optimisation.  Operating one of the largest domestic banking and payment settlement networks in the world, we give our customers direct access to more than 170 countries and territories, covering over 110 currencies. Through a single integration, insurers can use this network to pay claims in as fast as 45 seconds, delivering a better customer experience to their claimants.  Our market-leading treasury optimisation service brings complete control and transparency to insurers and allows them to have their money in the right place, at the right time, to make that all important payment - fast, and when their customers need it most.   

With now over 160 employees across Europe and our London headquarters, $26m series B funding in 2022 in the bag and approaching £8bn in processed transactions, we are only just getting started.     

We are collaborative, customer centric and work with integrity, whilst partnering with some of the biggest insurance leaders including Lloyd’s of London and Many Pets. We take huge pride in our company culture, ensuring that everyone has a part to play, an opportunity to be heard, be involved, and the ability to make a real difference.   

As we continue to scale up, we want like-minded humans to join us on this exciting journey.  Are you ready?  

Vitesse at our best – our values 

The Vitesse values are a true reflection of what it takes to thrive in our business, so it’s important to us that any employee who joins our business is aligned with these 3 attributes 

Confident Humility 

We don’t do ego and we know that unless we all win, none of us win. We admit when we’re wrong, ask for help and always think about the wider business before ourselves.

Driven to Succeed 

We see the opportunity ahead of us and we won’t stop until we fulfil the potential we know we have. We hold ourselves to high standards and deliver high quality outcomes for Vitesse and our customers.  

Tenacious Responsibility 

We take ownership for our actions and decisions, and face into the challenges that come our way. We are committed to seeing things through to completion, even in the face of adversity. 

We are an Equal Opportunity Employer We are committed to creating an inclusive environment that enables everyone to perform at their best, where we recognise the rights of all individuals to mutual respect and where there is an unbiased acceptance of others. Our policies and practices aim to promote an environment that is free from all forms of Unfair discrimination and values the diversity of all people. At the heart of our policy, we seek to treat people fairly and with dignity and respect. Please confirm if selected for an interview, what interview adjustments you would need? You can contact Clara Moretti-Greene on or in her absence contact our People Team

About us

Over the last 18 years, we have helped over a million satisfied customers move and manage their money. Our award-winning product portfolio allows our customers to make low-cost multi-currency payments across various payment products.

As a business, we are committed to delivering value to our customers through the combination of advanced payments technology and personal expert service. We’re doing this by hiring exceptional people and are now looking for a Strategic Account Manager to join our team. Within our offices in London, Chester and Los Angeles and Europe, Equals comprises of three business lines and brands - Equals Money, FairFX and CardOneMoney. You will join a very close-knit, talented and supportive team from various backgrounds who believe that bringing different perspectives together helps us understand our customers' needs. United, by one thing, making money management straightforward and cost-effective for our customers.

About the role

We have an exciting new opportunity within our commercial BaaS solutions team to join a huge growth area of the business. We are looking for an outgoing Associate Account Manager to foster strong relationships with our clients and internal stakeholders. The Associate Account Manager’s responsibilities also include providing clients with knowledgeable advice, guiding their choices, promptly resolving escalations, and ensuring client satisfaction. You will be managing their customer lifecycle from early in their Implementation project, through the first 12 months of the customer relationship and far beyond.

To be successful as an Associate Account Manager you should be able to build positive, long-term relationships and support clients in the decision-making process by identifying solutions that most closely meet their needs. Due to this being a growth area of the business, being able to define better ways of working, spotting efficiency gains and introducing best practice principles is key to the role.

About you

You will bring extensive knowledge of International Payments and Card Issuing/processing, having been involved in and developed a wide experience of best practices, systems, and tools. As the BaaS business matures you are someone who can spot new opportunities, efficiency gains and work to implement new processes across different functions of the business. You will have and can take responsibility for setting strategic direction of your client accounts and most importantly executing on that path by gaining buy-in from internal stakeholders and clients alike.

Responsibilities

• Manage a portfolio of accounts to identify and grow all business opportunities through cross- selling our products to achieve revenue targets on a monthly and annual basis.

• Execute strategic business plans to drive performance, monitor activity and performance through account development plans that you will own; achieving long term client commitment to Equals

• Money by understanding their business

• Create a personal plan on a page for your portfolio to include key projects, clients to prioritise and sales activity to exceed sales targets

• Lead Monthly Key Account Reviews which focus on both current and future business opportunities and aligning with the client on these

• Forecast accurately to individual account level on the Equals CRM system.

• Report and review success as part of monthly reporting to management - be able to define rootcauses for account performance and how you have affected the success.

• Establish strong relationships at all levels within your client’s business and with internal stakeholders at all levels to ensure opportunities are leveraged and targets achieved

• Work closely with the Senior Relationship Manager (and Equals Group Relationship Director) from a strategic and practical level to deliver success

• Commercial Monitoring of pricing data / FX rates through effective use of management information systems/dashboards to optimise portfolio performance, proactively flag and manage any pricing anomalies and protect revenue.

• Use public source data (Report and Accounts, Companies House etc) to understand the client, their industry trends - enabling more meaningful engagement and cross sell activity during meetings

• Developing and maintaining a strong understanding of competitors and market trends. Use this knowledge to identify business opportunities and incorporate into your business plan / personal plan on a page

Key skills & experience

• Great at analysing data and making sense of reports, turning complex information into clear, actionable insights.

• Passionate about cards and payments, both domestic and international, including the intricacies of card processing and issuing.

• Familiar with IBANs, BICs, and international payment systems, ensuring smooth and efficient global transactions.

• Understands payment architecture and routing principles to optimise transaction efficiency and maintain security.

• Can create pricing models that are fair and beneficial for both parties, while also protecting long- term revenue.

• Self-motivated and proactive, able to initiate activities and lead teams to achieve success both internally and externally.

• Excellent communicator, confident and engaging in social settings, able to clearly articulate strategies and plans.

• Skilled in planning and running meetings, including setting structured agendas and tracking activities using tools like Hubspot. Slack and Notion

• Experienced in sales proposals and presentations, capable of delivering compelling and persuasive pitches to clients.

• Good at managing relationships with both internal and external stakeholders, fostering strong and collaborative partnerships.

• Pragmatic at being able to combine control, process and governance, with agility, ingenuity and a fast-paced environment

• A role model for our values:

1. Make it happen

2. Succeed together

3. Be the customer

4. Go beyond

Our investment in you

We welcome people into Equals and desire to grow and develop our talented teams. We believe in teamwork and celebrating our successes. We strive to embrace our values. We want to put you in the driving seat of your career and achieve your full potential through growth opportunities and developmental support. When you join Equals, we aim to help you to get more out of your career. We will also offer you the following benefits;

Benefits

• A competitive salary benchmarked against a peer group.

• 25 days holiday per year + your birthday off

• Opportunities for progression, development and learning new skills - £250 towards the cost of learning & development.

• Free onsite Nuffield Health gym & pool (London) and discounted gym membership elsewhere

• Interbank currency rates on travel money and international transfers.

• Bupa Private Healthcare

• Free Eye Test and £50 up to the cost of glasses

• EAP Service - Mental Health Services

• Life Assurance Policy - x3 annual salary

• Contributory pension scheme

• Cycle to Work Scheme

• Season Ticket Loans

• Enhanced Parental Policies

• Complimentary tea, coffee, soft drinks and fruit

Where possible we offer the opportunity to work flexibly and the opportunity to balance some remote working with time in the office collaborating, taking part in events and developing the social connections that make working with us rewarding.

Equals strives to create a workplace where we can all be ourselves. We believe in inclusion, equality and the power of diversity, so you'll be encouraged to bring your unique perspectives and experiences, and help us understand what you need to do your best work.

The world of payment processing is rapidly evolving, and businesses are looking for loyal and strategic partners, to help them grow.

Meet Nuvei, the Canadian fintech company accelerating the business of clients around the world. Nuvei's modular, flexible and scalable technology allows leading companies to accept next-gen payments, offer all payout options and benefit from card issuing, banking, risk and fraud management services. Connecting businesses to their customers in more than 200 markets, with local acquiring in +50 markets, +150 currencies and +700 alternative payment methods, Nuvei provides the technology and insights for customers and partners to succeed locally and globally with one integration.

At Nuvei, we live our core values, and we thrive on solving complex problems. We’re dedicated to continually improving our product and providing relentless customer service. We are always looking for exceptional talent to join us on the journey!

Your Mission

The Relationship Manager is responsible for managing tier 3 & tier 4 customers with the objective of maintaining and developing strong customer relationships in the Gaming vertical. The primary responsibility is to act as a payment consultant on existing, new and evolving methods of payment, while also ensuring consistent and reliable revenue growth. The Relationship Manager will actively contribute to team strategy and influence how the team works.

You will:

· Be knowledgeable in eCommerce and payments with direct, relevant experience ideally in card acquiring, APMs, gateway and treasury related services.

· Have an understanding of the Gaming industry and be aware of the roll that payments plays for a Gaming business

· Have responsibility for continually raising the standard across the Relationship Management team as well as internal Nuvei teams to become commercial, product, and payment experts of the gaming space.

· Commercially orientated; adept at selling complex, technology-based solutions

· Able to quickly form new and meaningful relationships externally and internally.

· Highly numeric with an ability to review transaction and commercial data to understand trends and generate business insights and meaningful recommendations.

· Comfortable operating in a fast paced and demanding environment where solutions are not always immediately obvious.

· Act as a centre point to a wide range of internal functions.

· Adept at engaging with and presenting to senior stakeholders.

· Be able to travel with some regularity within Europe for quarterly business reviews, customer meetings and industry events

Requirements

- Understand the important roll payments has for a Gaming company

- Ideally come from an account management/Sales background

- Self-starter, eager attitude

- Analytical/good with numbers (we are not asking for a mathematician :), but the role does involve looking at data and understanding data e.g. where is your revenue going to come from, growth etc).

· Have a sense of humour and be able to take our work very seriously while having fun at the same time.

· Ability to forge new successful ways of working.

· Be genuinely curious to continually learn – about our industry, our customers and our company

· Be confident to talk to merchants directly and present to them in a face to face environment

- Great communicator

Desirable:

- Gaming/Payment experience

Benefits

• 25 days annual leave
• 5% matched pension
• 2 days for Volunteer Charity work
• Private Health
• Flexible Working

Nuvei is an equal-opportunity employer that celebrates collaboration and innovation and is committed to developing a diverse and inclusive workplace. The team at Nuvei is comprised of a wealth of talent, skill, and ambition. We believe that employees are happiest when they’re empowered to be their true, authentic selves. So, please come as you are. We can’t wait to meet you.