47 Client Relationships jobs in London

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Minimum of 5 years of experience in client relationship management, account management, or a similar client-facing role, preferably in financial services.
• Demonstrated success in managing a portfolio of clients and exceeding retention and growth targets.
• Excellent communication, negotiation, and interpersonal skills.
• Strong understanding of financial products and services.
• Proven ability to problem-solve and resolve client issues effectively.
• Proficiency in CRM software (e.g., Salesforce) and MS Office Suite.
• Ability to work independently and collaboratively in a hybrid work environment.

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.

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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.

This well established City based financial institution are currently looking to strengthen their Hotel finance relationship management team. This role will suit a professional individual who has gained proven experience within Hotel & real estate finance. Primary duties will include:- Originating, negotiating and executing loan terms on new and existing loans. Strong analytical, communication and presentation skills are required. Full benefits apply. Ref DMB

This well established City based financial institution are currently looking to strengthen their Hotel finance relationship management team. This role will suit a professional individual who has gained proven experience within Hotel & real estate finance. Primary duties will include:- Originating, negotiating and executing loan terms on new and existing loans. Strong analytical, communication and presentation skills are required. Full benefits apply. Ref DMB

 With Intelligence is a global provider of data for the asset management industry. Our platform connects investors and fund managers with the data and insights they need to successfully raise and allocate capital. 

Job Overview 
We are seeking a results-driven Outbound Data Relationship Manager to join our newly formed commercial team. In this role, you will connect with fund managers, secure valuable proprietary data, and support their fundraising efforts. You will be responsible for identifying and engaging potential new partners, initiating outreach, and building relationships that guide them through the data acquisition process. 

This is an exciting opportunity to play a key role in shaping our team’s growth, strengthening the company’s data network, and fostering a culture built on strong, long-term relationships. 

Key Responsibilities 

• Prospecting – Research and identify potential clients within the alternative asset management industry, using internal tools and resources to create targeted prospect lists. 

• Outreach – Initiate and maintain contact with prospects through email, phone calls, and other channels; demonstrate our platform and explain the data submission process. 

• Relationship Building – Cultivate trust and rapport with prospects, positioning both yourself and With Intelligence as valued partners. 

• Lead Handoff – Work closely with data processing teams to ensure smooth transitions for new data leads and provide ongoing client support. 

• Sales Enablement – Stay informed about our products, services, and competitors to effectively communicate our value proposition. 

• Reporting – Keep detailed records of all prospect interactions and relationship-building activities in our CRM. Provide regular updates to the leadership team. 

Requirements

• Experience in a customer-facing role, ideally in financial services 

• Excellent verbal and written communication skills 

• Energetic and able to connect quickly with people at all levels 

• Personable, credible, confident, driven, and enthusiastic 

• Strong results orientation with a track record of meeting or exceeding targets 

• Skilled at managing multiple prospects/clients while maintaining attention to detail 

• Quick to absorb and retain technical and procedural knowledge 

• Proficient in Microsoft Excel 

• Additional language skills are a plus but not required 

Benefits

• 24 days annual leave rising to 29 days
• Enhanced parental leave
• Medicash (Health Cash Plans)
• Wellness Days
• Flexible Fridays (Opportunity to finish early)
• Birthday day off
• Employee assistance program
• Travel loan scheme
• Charity days
• Breakfast provided
• Social Events throughout the year
• Hybrid Working

Our Company:

With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join.

As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you.

We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.

The Opportunity:

As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies.

The Day-to-Day:

• Lead portfolio reviews for clients and related partners

• Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook

• Become the expert on your assigned clients and their investment goals

• Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects

• Anticipate and fulfill client requests, identify opportunities and threats for each client

• Identify cross-sell and addition opportunities for Sales Relationship Managers

• Create customised action plans for each client to further build relationships and minimise risks

Your Qualifications:

• At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry

• Strong capital markets knowledge

• Fluency in English, additional language skills an asset

• Committed to maintain quality of work while sticking to self-imposed timelines

• Engage with a wide array of audiences by phone, email and in person and also values collaboration

• Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies

• Enjoy travelling

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
• $10,000* fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. 

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER