41 Stakeholder Management jobs in London
FIG UK Relationship Management Analyst
Posted 5 days ago
Job Viewed
Job Description
**FIG UK Relationship Management Analyst**
**About this role**
BlackRock is one of the world's leading asset management firms and a premier provider of investment management, risk management and advisory services to institutional, intermediary and retail clients worldwide.
We offer a range of solutions - from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets.
**Business Unit Overview:**
- Since founding the Financial Institutions Group (FIG) in 1990, BlackRock's focus has been to enhance outcomes, returns, convenience, value, and transparency for our insurance partners and deliver holistic portfolio solutions.
- With over $500bn in assets on behalf of insurers, FIG is BlackRock's insurance specialised centre of excellence, dedicated to advancing strategic relationships and driving business development with insurers by leveraging BlackRock's differentiated strategy and global platform.
- The team in EMEA comprises more than 25 professionals with different backgrounds and expertise in the many functions that, combined, make this effort successful.
- The broader ecosystem includes portfolio managers, client service officers, actuaries, and strategists to deliver the breadth of BlackRock's global resources. We also leverage Aladdin®, BlackRock's proprietary technology platform and risk analytics, to support our insurance clients.
- The team is passionate about first-class relationship management and is committed to deepening and expanding relationships with insurers.
- Overall, this role supports the shaping of the business' strategic direction, with a primary focus on commercial growth, industry engagement, and deepening client relationships. The successful candidate will support commercial initiatives and act as the central point of relationship management across the insurance ecosystem.
**Key responsibilities:**
- Relationship Management: Work as a core member of the team, building and deepening relationships with existing and prospective insurers. Assist with client communications, preparing materials and coordination of meetings to assist insurers' business and regulatory needs.
- Business Development: Contribute to commercial engagement activities. Assist in gathering information for insurance segment and business strategic priorities. Help maintain pipeline data and support the preparation of inputs for account planning.
- Industry Presence & Thought Leadership: Support the organisation and execution of FIG events (e.g. roundtables, conferences). Monitor industry news flow and competitor analysis and share updates with the team.
- Internal Stakeholder Management: Build strong relationships with internal stakeholders (e.g. business operations and portfolio management teams) to enable continued responses in a timely and professional manner and to deliver high quality client deliverables. Serve as key point of contact within the team, facilitating collaboration between different functions.
**S** **kills / Qualifications / Experience:**
- Existing track record of experience in financial markets
- Highly motivated self-starter with a passion for excellence, significant initiative and relentless attention to detail.
- Excellent written and oral communication skills, including a strong ability to translate complex concepts into accessible messaging
- Intellectual curiosity is advantageous as it is necessary to convey both wide ranging and demanding topics.
- Ability to work within a dynamic, energised team and communicate with all levels within an organisation (internal and external).
- Proven organisational skills, including multi-tasking, coordinating meetings and tracking action items.
- Comfort experimenting with AI platforms, with a proactive attitude towards integrating innovative solutions into daily workflows.
**EMEA FIG will provide:**
- Encouragement to gain relevant qualifications (many team members have or are working towards CFA & CAIA designations).
- Collegiate working environment.
- Support and training across the range of expertise areas within FIG.
- Ability to shape a career path in a variety of directions.
- Exposure to sophisticated clients with high market and technical knowledge. They are keen to explore market leading investment opportunities, thus providing a varied and challenging environment for the team.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
Sales & Relationship Management - Italian Speaking

Posted 6 days ago
Job Viewed
Job Description
As a Senior Sales and Relationship Management Representative, you will play a key role in driving the success of client relationships within Italy and other European countries. You will oversee the entire sales lifecycle, from identifying and pursuing new business opportunities to analysing data and trends, conducting lead prospecting, and managing existing client relationships to ensure satisfaction and retention.
Your expertise in effectively presenting the OSTTRA value proposition will be essential, whether introducing new services or reinforcing the benefits of existing ones. You will also negotiate commercial terms with key decision-makers to maximise revenue potential. Collaborating with an experienced sales team and product specialists, you will engage with various departments across OSTTRA to deliver tailored solutions that meet client needs and foster long-term partnerships.
**Key Accountabilities:**
+ **Drive Revenue Growth:** Execute a strategic sales plan to enhance revenue generation from both existing and new clients, ensuring alignment with overall business objectives.
+ **Market Insight:** Analyse the global competitive and regulatory landscape, understanding its implications to inform strategic decisions and client engagements.
+ **Client-Specific Strategies:** Develop and implement tailored account plans that address the unique challenges and opportunities within client segments, fostering deeper relationships and enhanced service delivery.
+ **Collaborative Strategy Development:** Partner with Sales Leadership, Business Line Heads, Product Leads, and Marketing to create and execute strategies that effectively position OSTTRA's products and services, focusing on:
+ _Expanding client acquisition and segment penetration._
+ _Increasing the diversity of asset classes and products utilised by clients._
+ _Enhancing overall and per-client transaction volumes on our platforms._
+ **_Proactive Communication:_** _Utilise the CRM system to initiate and maintain_ proactive communication across segments, ensuring seamless coordination and driving effective sales efforts.
+ **Industry Representation:** Actively represent OSTTRA at industry conferences, trade shows, and professional associations, showcasing our value proposition and expanding our network.
**Person Specification:**
+ **Proven Experience:** Demonstrated success with the financial community, showcasing a robust track record in lead generation, impactful product presentations, effective commercial negotiations, and exceeding sales targets.
+ **Financial Market Knowledge:** Deep understanding of financial market ecosystems and post-trade processes, enabling you to navigate and address client needs effectively.
+ **Client Communication Skills:** Ability to interpret and respond to client communications thoughtfully, balancing their needs with strategic sales objectives to drive results.
+ **Solution-Oriented Mindset:** Capacity to understand client workflows and requirements, positioning tailored solutions that meet their unique challenges and enhance satisfaction.
+ **Relationship Building:** Strong ability to cultivate and maintain relationships with key decision-makers, fostering trust and collaboration for long-term partnerships.
+ **Team Player with Independence:** Comfortable working both independently and as part of a collaborative team, demonstrating adaptability and initiative.
+ **Effective Prioritisation:** Skilled in self-prioritising tasks and managing shifting objectives, ensuring focus on high-impact activities.
+ **Multitasking Ability:** Proven ability to thrive in a fast-paced, dynamic environment, managing responsibilities to both internal and external stakeholders efficiently.
+ **Organisational and Analytical Skills:** Strong organisational capabilities paired with analytical skills, allowing for effective data-driven decision-making.
+ **Exceptional Communication:** Excellent oral and written communication skills, facilitating clear and persuasive interactions with clients and colleagues alike.
+ **Languages:** Fluent Italian required
**Special Job Requirements:**
+ Some travel required
**About OSTTRA**
_Candidates should note that OSTTRA is an_ _independent firm,_ _jointly owned by S&P Global and CME Group. As part of the joint venture, S&P Global_ _provides recruitment services_ _to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts._
OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years: MarkitServ, Traiana, TriOptima and Reset. OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.
With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.
Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets.
Learn more at .
**What's In It For** **You?**
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person.
**US Candidates Only:** The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** London, United Kingdom
Customer Success and Relationship Management Team

Posted 6 days ago
Job Viewed
Job Description
**The Team:**
At OSTTRA, we are passionate about our clients and are looking for a Customer Success Representative ready to join our growing global team. The successful candidate will be a dedicated customer advocate who possesses excellent communication skills, can autonomously manage complex issues, and drive maximum value and success for existing clients.
This role will focus on the overall post-sales relationship with our strategic and new customers. This includes growing adoption, customer education, and identifying improvement opportunities while maintaining high levels of satisfaction.
For more regarding OSTTRA, please visit: and Impact:**
OSTTRA plays a critical role in supporting global financial markets, connecting thousands of counterparties on our multi-asset networks that underpin the post-trade lifecycle from trade capture, through portfolio optimization, to clearing and settlement. OSTTRA is a joint venture between S&P Global & CME Group. Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund administrators, and insurance companies. Our products and services have become deeply embedded in the systems and workflows of many of our customers. We have a track record of innovation, leveraging leading technologies, industry expertise, and strong relationships with market participants.
In this role, you'll be instrumental in ensuring our customers achieve their desired outcomes and maximize the value from their OSTTRA solutions. Your key responsibilities will include:
+ **Proactive Customer Engagement:** Develop and maintain strong, long-lasting relationships with a portfolio of strategic and new customers, serving as their primary point of contact post-sale.
+ **Driving Adoption & Value:** Guide customers through onboarding, training, and ongoing engagement to ensure full utilization and adoption of OSTTRA's platforms and services.
+ **Strategic Account Growth:** Identify opportunities for expanded product usage and collaborate with the sales team on potential upsell and cross-sell initiatives.
+ **Customer Advocacy & Feedback:** Collect, analyze, and communicate customer feedback to internal product and engineering teams, actively contributing to product development and improvements.
+ **Issue Resolution & Escalation:** Act as a central point of contact for customer inquiries and complex issues, coordinating with support, product, and technical teams to ensure timely and effective resolution.
+ **Product Expertise:** Become a subject matter expert on OSTTRA's platforms, providing guidance and best practices to customers.
+ **Performance Monitoring:** Utilize data and analytics to monitor customer health, usage patterns, and identify areas for intervention or growth.
**_What's in it for you:_**
+ **Opportunity for Growth:** Network across a wide range of sales and business-focused teams, with ample opportunities for professional development, training, and mentorship.
+ **Dynamic Environment:** Gain exposure to rapid changes in Global Derivative Markets and their effect on Fintech.
+ **Building Relationships:** Forge strong customer relationships with key industry participants.
+ **Impactful Work:** Directly contribute to the success of our global financial market infrastructure.
+ **Collaborative Culture:** Join a supportive and innovative team dedicated to client success and continuous learning.
**What We're Looking For:**
+ **Financial Market Knowledge:** A sound understanding of financial markets and market participants.
+ **Experience:** Over 5 years in a related function with direct customer advocacy and engagement experience in software post-sales or professional services.
+ **Platform Familiarity:** Experience with at least one of OSTTRA's platforms (Trade Manager, MarkitWire, TradeServ and etc.)
+ **Presentation Skills:** Proven experience in running presentations for clients.
+ **Language Fluency:** Fluency in English is required; one or more additional languages is a plus.
+ **Exceptional Communication:** Outstanding verbal, written, social, and interpersonal skills, with expertise in building long-term strategic relationships.
+ **Client Services Orientation:** Strong listening, critical thinking, analytical skills, and a high degree of empathy.
+ **Team Player:** An active team player who thrives in a multi-tasking environment, can adjust priorities on the fly, and maintains strong attention to detail.
+ **Data Acumen:** Experience and/or interest in data analytics tools and utilizing data to monitor customer usage and identify adoption opportunities is a plus.
+ **Problem-Solving:** Demonstrated ability to analyze complex situations, identify root causes, and propose effective solutions.
+ **Time Management & Organization:** Capacity to manage multiple priorities and deadlines effectively in a fast-paced environment.
+ **Self-Motivated & Proactive:** A driven individual who takes initiative and anticipates customer needs.
**About OSTTRA**
_Candidates should note that OSTTRA is an_ _independent firm,_ _jointly owned by S&P Global and CME Group. As part of the joint venture, S&P Global_ _provides recruitment services_ _to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts._
OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years: MarkitServ, Traiana, TriOptima and Reset. OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.
With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.
Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets.
Learn more at .
**What's In It For** **You?**
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person.
**US Candidates Only:** The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** London, United Kingdom
Senior Relationship Manager – Wealth Management
Posted 7 days ago
Job Viewed
Job Description
About Us:
Zenith Bank (UK) Limited (ZBUK) is a subsidiary of Zenith Bank PLC, the most profitable bank in Nigeria with an established trajectory of superlative performance, as well a strong pedigree of innovation, resilience, and market dominance. On an annual basis, Zenith Bank PLC amasses a string of notable awards; one of the most recent being listed as the sole Nigerian brand on the World’s top 100 companies in 2023 by the World Finance Magazine.
Zenith Bank (UK) Limited (ZBUK) was set up with a clear strategy to leverage trade and investment flows between Nigeria and Europe, by providing intermediary banking services and facilities for trade-related working capital and capital expenditure.
Zenith Bank recognizes the importance of leveraging a highly skilled workforce to achieve its strategic and operational goals. The bank is committed to providing an environment that is conducive for effective performance by availing all staff the necessary learning opportunity. We value the well-being of our staff and we encourage them to strike a balance between their work and personal lives, thereby creating a healthy atmosphere for personal development and career success.
With the introduction of new services here in the UK and our unparalleled knowledge of business with Africa, our 5 year strategy ensures “Controlled Growth” as we aim to become the Bank of choice for businesses wishing to transact in the African continent.
Role Overview:
The Senior Relationship Manager (RM) role within this team is to build and acquire highly proactive, long-term, internal and external business relationships to grow and develop a portfolio of clients that generate sustained revenue. A key element of this role is the RM engaging with our existing Zenith Group business. The Senior Relationship Manager will use their experience and knowledge to help clients manage their investments, and wider wealth management and banking needs.
Role Responsibilities:
Principal Accountabilities
Management - Build, Retain and Manage a Portfolio of Clients:
New business origination via Referral Programme leveraging the operating business model: Identify, develop and secure new relationships with a range of Zenith UK and Zenith Group partners across the target jurisdictions or geographies to increase new client acquisitions. Understand Zenith UK “Value Proposition” to increase business flow.
The role holder will be responsible for maintaining regular proactive contact and rapid reaction to client approaches and where needed, provide support to existing clients in retaining revenue streams. The role holder will develop relationships with other parts of Zenith Group to ensure clients are managed in the most appropriate way. In doing this, they will have joint responsibility with internal colleagues for the end to end client experience, ensuring client satisfaction. The RM will also lead initiatives with external business introducers, trade associations, solicitors and accountants assuring that all commercial activity is coordinated and supervised by their line manager.
Key accountabilities – production
New business origination:
- Identify, develop and win new relationships through personal and client referrals, and Zenith Group internal networks including Business Development and onshore (Africa) colleagues
- Achieve personal targets for new clients, assets and revenues
- Actively refer relevant business to other parts of Zenith UK and the wider Zenith Group
Financial Solutions:
Provide Innovative and world class financial solutions to meet client needs including:
- Banking: offer full range of banking and deposit services
- Balance sheet: offer banking, credit and FX products to support a wide range of clients’ needs
- Wealth Advisory: identify wealth and tax planning needs referring these clients to Zenith’s preferred partners so that experts in fiduciary solutions, wealth planning and structuring services plus trusts and estate planning can meet our clients’ needs and expectations
- Investment Management: offer a range of services depending on client demands, including modelled bespoke discretionary and advisory portfolios solutions outsourced by Zenith through preferred partners
Key accountabilities
Sales management and Financial Performance
- Achieve and exceed asset, revenue and margin targets with the balance of affordability, cost discipline and risk & control management
- Developing and executing the strategy and driving consistent, high quality delivery. The RM is the implementer of change through client needs analysis, business prioritization, and resource management
- Actively drive own Business Plan revenue and asset gathering through effective sales management.
- Actively support the acquisition, servicing, development and retention of clients to achieve the business plan
- Take ownership for the monitoring of own risk asset portfolio
- Lead by example meeting all governance standards
- Identify commercial opportunities and implement solutions that enhance the client experience
- Inform senior management of opportunities and threats within the business environment
- Ensure own book activity is managed to ensure time and focus is appropriately weighted in respect of own
/ client activity and on-going management
- Communicate accurately with any internal department or colleagues while effectively coordinating efforts
based on a “One Team” approach
Business Assurance
- Ensure effective governance; consistently meeting fiduciary and regulatory expectations
- Contribution to create an understanding of, and culture in the Wealth Management Team, of the right way to do business, driving performance excellence in Business practices and measure, and maintaining high standards of adherence to policies and procedures
- Display appropriate skills as well as the technical knowledge to act as a competent RM according to FCA Approved Persons
- Ensure conformance with applicable standards, and effective remediation, management and escalation of any issues through applying an appropriate risk-based approach.
Areas of focus include:
- Client due diligence and on-board
- Client relationship management
- Record keeping, through the adoption of CRM
- Client reviews
- Quality assessments
- Client order execution
- Complains handling
- Regulatory compliance (including but not limited to Treating Customers Fairly, Know Your Customer, suitability and appropriate documentation)
- Training & Competence, inclusive attending all mandatory training, FCA registration and adherence with internal and external policies
Client Experience
- Drive a client-centric culture by ensuring that the Wealth Management Team delivers an exceptional client experience
- Promote Zenith products and services based upon an in-depth understanding of client’s needs
Internal Relationship Management
Develop relationships & cross selling opportunities with other departments of Zenith Group to ensure clients are managed and new opportunities developed in the most appropriate way, enabling effective management of clients as required. In doing this, have joint responsibility with internal colleagues for the end-to-end client experience, ensuring client satisfaction. Proactively engage with the business when required to support any business and change management.
Clients (Internal and External)
In this role, the Senior Relationship Manager will build and manage portfolios of up to c.100 clients whose value held with Zenith UK are above £50k. Internal stakeholders included.
To execute and deliver on Zenith Group operating model we need to work as one single cross-business Team.
Regulatory Responsibilities
Compliance with the FCA/PRA’s Individual Conduct Rules as outlined below in this job description.
Skills/Knowledge Required:
Professional/technical experience
- Broad experience of the financial services industry, particularly in the areas of retail regulated products and services to high network customers, and asset management
- Strong relationship skills with experience of managing and handling sophisticated needs of individuals and families
- Experience of building a client-base using internal and external networks
- Effective in gaining an in-depth understanding of client needs and advising on a diverse range of wealth management solutions
- Detailed regulatory knowledge of the UK regulatory requirements and an overall understanding of the business impact of the regulatory environment
- Full compliance with the FCA’s statements of Principle for Code of Practice for Approved Persons
- Evidence competence in performing the controlled function
Academic and professional qualifications
- Educated to a degree level
- Minimum of 5 years work experience in similar or related role
- Hold appropriate professional qualifications as an FCA Approved Person and to be compliant with requirements under RDR
Personal attributes
- Excellent interpersonal and communication skills
- An excellent command of the English language with strong written and verbal communication skills and be able to communicate effectively across all levels. A numeric aptitude is desirable.
- Entrepreneurial spirit but also with a collegiate approach
- Embraces challenge and an evolving/changing environment
- Constructive approach with the ability to relate to and accommodate a diverse range of personalities
- Role model in the management and potential for leadership of people
- Client focused in all activities
- High levels of integrity and able to quickly form positive working relationships with others
- Organised and disciplined in approach
This is a permanent position paying up to £75,000 based on experience
Senior Relationship Manager - Wealth Management
Posted today
Job Viewed
Job Description
About Us:
Zenith Bank (UK) Limited (ZBUK) is a subsidiary of Zenith Bank PLC, the most profitable bank in Nigeria with an established trajectory of superlative performance, as well a strong pedigree of innovation, resilience, and market dominance. On an annual basis, Zenith Bank PLC amasses a string of notable awards; one of the most recent being listed as the sole Nigerian brand on the World’s top 100 companies in 2023 by the World Finance Magazine.
Zenith Bank (UK) Limited (ZBUK) was set up with a clear strategy to leverage trade and investment flows between Nigeria and Europe, by providing intermediary banking services and facilities for trade-related working capital and capital expenditure.
Zenith Bank recognizes the importance of leveraging a highly skilled workforce to achieve its strategic and operational goals. The bank is committed to providing an environment that is conducive for effective performance by availing all staff the necessary learning opportunity. We value the well-being of our staff and we encourage them to strike a balance between their work and personal lives, thereby creating a healthy atmosphere for personal development and career success.
With the introduction of new services here in the UK and our unparalleled knowledge of business with Africa, our 5 year strategy ensures “Controlled Growth” as we aim to become the Bank of choice for businesses wishing to transact in the African continent.
Role Overview:
The Senior Relationship Manager (RM) role within this team is to build and acquire highly proactive, long-term, internal and external business relationships to grow and develop a portfolio of clients that generate sustained revenue. A key element of this role is the RM engaging with our existing Zenith Group business. The Senior Relationship Manager will use their experience and knowledge to help clients manage their investments, and wider wealth management and banking needs.
Role Responsibilities:
Principal Accountabilities
Management - Build, Retain and Manage a Portfolio of Clients:
New business origination via Referral Programme leveraging the operating business model: Identify, develop and secure new relationships with a range of Zenith UK and Zenith Group partners across the target jurisdictions or geographies to increase new client acquisitions. Understand Zenith UK “Value Proposition” to increase business flow.
The role holder will be responsible for maintaining regular proactive contact and rapid reaction to client approaches and where needed, provide support to existing clients in retaining revenue streams. The role holder will develop relationships with other parts of Zenith Group to ensure clients are managed in the most appropriate way. In doing this, they will have joint responsibility with internal colleagues for the end to end client experience, ensuring client satisfaction. The RM will also lead initiatives with external business introducers, trade associations, solicitors and accountants assuring that all commercial activity is coordinated and supervised by their line manager.
Key accountabilities – production
New business origination:
- Identify, develop and win new relationships through personal and client referrals, and Zenith Group internal networks including Business Development and onshore (Africa) colleagues
- Achieve personal targets for new clients, assets and revenues
- Actively refer relevant business to other parts of Zenith UK and the wider Zenith Group
Financial Solutions:
Provide Innovative and world class financial solutions to meet client needs including:
- Banking: offer full range of banking and deposit services
- Balance sheet: offer banking, credit and FX products to support a wide range of clients’ needs
- Wealth Advisory: identify wealth and tax planning needs referring these clients to Zenith’s preferred partners so that experts in fiduciary solutions, wealth planning and structuring services plus trusts and estate planning can meet our clients’ needs and expectations
- Investment Management: offer a range of services depending on client demands, including modelled bespoke discretionary and advisory portfolios solutions outsourced by Zenith through preferred partners
Key accountabilities
Sales management and Financial Performance
- Achieve and exceed asset, revenue and margin targets with the balance of affordability, cost discipline and risk & control management
- Developing and executing the strategy and driving consistent, high quality delivery. The RM is the implementer of change through client needs analysis, business prioritization, and resource management
- Actively drive own Business Plan revenue and asset gathering through effective sales management.
- Actively support the acquisition, servicing, development and retention of clients to achieve the business plan
- Take ownership for the monitoring of own risk asset portfolio
- Lead by example meeting all governance standards
- Identify commercial opportunities and implement solutions that enhance the client experience
- Inform senior management of opportunities and threats within the business environment
- Ensure own book activity is managed to ensure time and focus is appropriately weighted in respect of own
/ client activity and on-going management
- Communicate accurately with any internal department or colleagues while effectively coordinating efforts
based on a “One Team” approach
Business Assurance
- Ensure effective governance; consistently meeting fiduciary and regulatory expectations
- Contribution to create an understanding of, and culture in the Wealth Management Team, of the right way to do business, driving performance excellence in Business practices and measure, and maintaining high standards of adherence to policies and procedures
- Display appropriate skills as well as the technical knowledge to act as a competent RM according to FCA Approved Persons
- Ensure conformance with applicable standards, and effective remediation, management and escalation of any issues through applying an appropriate risk-based approach.
Areas of focus include:
- Client due diligence and on-board
- Client relationship management
- Record keeping, through the adoption of CRM
- Client reviews
- Quality assessments
- Client order execution
- Complains handling
- Regulatory compliance (including but not limited to Treating Customers Fairly, Know Your Customer, suitability and appropriate documentation)
- Training & Competence, inclusive attending all mandatory training, FCA registration and adherence with internal and external policies
Client Experience
- Drive a client-centric culture by ensuring that the Wealth Management Team delivers an exceptional client experience
- Promote Zenith products and services based upon an in-depth understanding of client’s needs
Internal Relationship Management
Develop relationships & cross selling opportunities with other departments of Zenith Group to ensure clients are managed and new opportunities developed in the most appropriate way, enabling effective management of clients as required. In doing this, have joint responsibility with internal colleagues for the end-to-end client experience, ensuring client satisfaction. Proactively engage with the business when required to support any business and change management.
Clients (Internal and External)
In this role, the Senior Relationship Manager will build and manage portfolios of up to c.100 clients whose value held with Zenith UK are above £50k. Internal stakeholders included.
To execute and deliver on Zenith Group operating model we need to work as one single cross-business Team.
Regulatory Responsibilities
Compliance with the FCA/PRA’s Individual Conduct Rules as outlined below in this job description.
Skills/Knowledge Required:
Professional/technical experience
- Broad experience of the financial services industry, particularly in the areas of retail regulated products and services to high network customers, and asset management
- Strong relationship skills with experience of managing and handling sophisticated needs of individuals and families
- Experience of building a client-base using internal and external networks
- Effective in gaining an in-depth understanding of client needs and advising on a diverse range of wealth management solutions
- Detailed regulatory knowledge of the UK regulatory requirements and an overall understanding of the business impact of the regulatory environment
- Full compliance with the FCA’s statements of Principle for Code of Practice for Approved Persons
- Evidence competence in performing the controlled function
Academic and professional qualifications
- Educated to a degree level
- Minimum of 5 years work experience in similar or related role
- Hold appropriate professional qualifications as an FCA Approved Person and to be compliant with requirements under RDR
Personal attributes
- Excellent interpersonal and communication skills
- An excellent command of the English language with strong written and verbal communication skills and be able to communicate effectively across all levels. A numeric aptitude is desirable.
- Entrepreneurial spirit but also with a collegiate approach
- Embraces challenge and an evolving/changing environment
- Constructive approach with the ability to relate to and accommodate a diverse range of personalities
- Role model in the management and potential for leadership of people
- Client focused in all activities
- High levels of integrity and able to quickly form positive working relationships with others
- Organised and disciplined in approach
This is a permanent position paying up to £75,000 based on experience
Project Management Officer
Posted today
Job Viewed
Job Description
Title : PMO/ PMO Officer (Contract)
IR35 : Inside IR35
Day Rate : £300–£400 per day
Contract length : 12-Month Contract
Location : 3 Days a Week in Farringdon
Sector : Utilities Sector
Please send your profile to :
About the Role
We’re looking for an experienced PMO Lead / Officer to establish and embed a brand-new Project Management Office (PMO) for a global utilities giant undergoing a major transformation.
This is a rare opportunity to build a PMO function from the ground up — defining governance frameworks, creating reporting structures, and implementing processes to bring consistency and control across multiple programmes.
You’ll play a pivotal role in setting up the foundations of project governance, assurance, and reporting — driving structure, visibility, and quality delivery across the organisation.
Key Responsibilities
- Design, implement, and manage new PMO processes, frameworks, and governance models.
- Establish portfolio-level controls, stage gate methodology, and assurance standards.
- Develop and maintain reporting dashboards, templates, and performance tracking.
- Lead on RAIDO (Risks, Assumptions, Issues, Dependencies, Opportunities) management.
- Engage with programme and project managers to embed PMO best practice.
- Drive continuous improvement across tools, templates, and ways of working.
- Provide insightful reporting to senior leadership to inform strategic decision-making.
Essential Experience:
- Proven experience setting up or maturing PMO functions.
- Strong understanding of project governance, portfolio controls, and assurance frameworks.
- Advanced reporting, data analysis, and stakeholder communication skills.
- Confident managing complex RAIDO and performance reporting processes.
- Sector experience in utilities, engineering, or other regulated industries.
Project Management Officer
Posted today
Job Viewed
Job Description
PMO Analyst - REPORTING
**Monday.com experience is essential for this role* *. <--- PLEASE READ THIS
(I have had a HUGE number of applications without this essential piece).
Are you a detail-driven PMO Analyst with a passion for delivering impactful reports and presentations to senior stakeholders? Do you thrive in fast-paced environments undergoing large-scale transformation? If so, this could be the perfect opportunity for you!
About the Role
As a PMO Analyst , you will play a key role in supporting a global business through a significant transformation journey. You will be responsible for creating insightful reports, tracking project progress, and presenting key findings to C-suite executives . This role requires strong analytical skills, excellent communication abilities, and the confidence to engage with senior stakeholders.
Key Responsibilities
- Prepare, analyse, and present high-quality reports for senior leadership and stakeholders.
- Track project performance, ensuring alignment with business transformation objectives.
- Provide governance and oversight on project delivery, risk management, and timelines.
- Deliver engaging presentations to C-suite executives , translating complex data into clear insights.
- Collaborate with cross-functional teams to ensure smooth project execution.
- Continuously improve PMO processes and reporting frameworks.
What We're Looking For
Experience in a PMO role within a large/global business.
Strong reporting and analytical skills, with experience using tools like Monday.com, Asana, Excel, Power BI, or similar.
Excellent presentation skills , with the ability to confidently communicate insights to C-suite executives.
Knowledge of project management methodologies (e.g., Agile, Waterfall).
Highly organised , detail-oriented, and proactive in problem-solving.
Please contact me for full details
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SVP, Project Management
Posted today
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Job Description
SVP, Project Management
Location: London, UK (Remote, with some travel as needed)
About the Opportunity
We’re an established US healthcare communications agency with global backing and a growing new presence across Europe. We’re currently delivering high-impact, project-based work for several major pharmaceutical clients, and only getting started. With operations underway in both the US and EU, we’re looking for a SVP of Project Management & Operations to join our European leadership team and help build the foundation for long-term success. This is a pivotal leadership role with the potential to grow into a COO position as the agency continues to expand.
The Role
As SVP of Project Management & Operations, you’ll lead our European project management function, ensuring excellence in delivery across all client projects, including sales aids, websites, emails, and other digital and print assets for healthcare professionals. You’ll also play a key role in shaping operational infrastructure, processes, and team development across multiple European markets.
Key Responsibilities
- Lead and manage the Project Management team across Europe (initially 3 direct reports)
- Build scalable delivery and operations frameworks from the ground up
- Ensure high-quality execution across a range of project types and therapy areas
- Collaborate closely with client services, creative, strategy, and global leadership
- Oversee project resourcing, timelines, budgets, and reporting
- Contribute to the agency’s European growth strategy, including expansion into new markets
- Implement and monitor performance metrics to ensure efficiency and effectiveness
- Foster a high-performance, solutions-oriented culture
What We’re Looking For
- 15+ years of experience in project management, operations, or delivery within healthcare advertising or related sectors
- Proven leadership experience in agency or consultancy environments
- Strong operational mindset with a balance of strategic and hands-on execution skills
- Experience managing cross-functional teams across markets
- Knowledge of pharma or life sciences marketing best practices
- Adaptable, entrepreneurial, and excited about building something new
What We Offer
- A senior leadership role in a growing agency with serious momentum
- The opportunity to help shape team, culture, and process at an early stage
- Real career progression, including a clear path to a COO-level position
- Collaborative, ambitious leadership team with deep industry expertise
- Competitive compensation and full benefits package
Ready to Join Us?
If you're a strong operational leader looking for a new challenge in a high-growth, fast-paced environment, please apply below!
*Must-have pharma advertising experience*
Project Management Coordinator
Posted 14 days ago
Job Viewed
Job Description
Job ID
Posted
07-Oct-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Project Management
Location(s)
London - England - United Kingdom of Great Britain and Northern Ireland
CBRE Global Workplace Solutions is a leading global provider of integrated facilities and corporate real estate management. We are recruiting a Project Management Coordinator position to join our Team in London.
**Responsibilities:**
- Review all project delivery programmes and ensure all milestones are managed
- Review all Standard Operating Processes and other relevant documentation affecting SMW delivery and ensure compliance
- Raise and manage all documentation required to enable project delivery and support progress through approval system
- Review all relevant EHS legislation
- Prepare reports from various process systems to support the business cycle of progress and financial reporting
- Prepare presentations to explain initiatives to clients and other continuous improvements
- Attend all formal meetings with PMs and Client to drive the process and business cycle reporting
- Prepare and manage critical communications from SMW teams to clients and Engineering teams
- Be the 'go to person' for all ad-hoc queries
- Develop relationships with Finance team and understand the requirements for Debt and Purchase Order management
- Provide a systemic approach to maintaining the compliance of the SMW teams, ensuring that a structured format for all aspects of the business cycle is set up and maintained
**Education:**
- Degree standard education or equivalent
**Skills:**
- Problem solving skills
- Ability to prepare concise reports, prepare quality PowerPoint presentations and effectively lead discussions
- Able to work with and manipulate spreadsheets / formulas
- Analytical and quantitative skills
- Customer Service skills
- PC Literate - Microsoft Office Suite
**Knowledge:**
- Understanding of operational impact related to actions/decisions
**Experience:**
- Familiarity working in a fast-paced organisation
Why CBRE
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
Applicant AI Use Disclosure
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Project Management Officer
Posted today
Job Viewed
Job Description
Title : PMO/ PMO Officer (Contract)
IR35 : Inside IR35
Day Rate : £300–£400 per day
Contract length : 12-Month Contract
Location : 3 Days a Week in Farringdon
Sector : Utilities Sector
Please send your profile to :
About the Role
We’re looking for an experienced PMO Lead / Officer to establish and embed a brand-new Project Management Office (PMO) for a global utilities giant undergoing a major transformation.
This is a rare opportunity to build a PMO function from the ground up — defining governance frameworks, creating reporting structures, and implementing processes to bring consistency and control across multiple programmes.
You’ll play a pivotal role in setting up the foundations of project governance, assurance, and reporting — driving structure, visibility, and quality delivery across the organisation.
Key Responsibilities
- Design, implement, and manage new PMO processes, frameworks, and governance models.
- Establish portfolio-level controls, stage gate methodology, and assurance standards.
- Develop and maintain reporting dashboards, templates, and performance tracking.
- Lead on RAIDO (Risks, Assumptions, Issues, Dependencies, Opportunities) management.
- Engage with programme and project managers to embed PMO best practice.
- Drive continuous improvement across tools, templates, and ways of working.
- Provide insightful reporting to senior leadership to inform strategic decision-making.
Essential Experience:
- Proven experience setting up or maturing PMO functions.
- Strong understanding of project governance, portfolio controls, and assurance frameworks.
- Advanced reporting, data analysis, and stakeholder communication skills.
- Confident managing complex RAIDO and performance reporting processes.
- Sector experience in utilities, engineering, or other regulated industries.