Financial Services Relationship Manager
7 days ago
We are seeking a proactive and personable Relationship Manager to join our team. You will be the first point of contact for clients, responsible for building and maintaining strong relationships, converting enquiries into active clients, and supporting the smooth operation of our sales pipeline.
The ideal candidate will have an engaging personality with excellent communication skills, strong attention to detail, and the ability to see the bigger picture. They will be self-motivated, have a professional demeanor, and be able to work independently as part of a team.
Key responsibilities include handling inbound calls and new client enquiries, making outbound calls to nurture relationships and prospect for new business, converting leads into active clients, and maintaining accurate records in our CRM. The successful candidate will also collaborate with brokers and other departments to expand their finance knowledge, provide feedback on marketing and client journey improvements, and ensure compliance with data protection and internal policies.
The role offers long-term career prospects, study support, 25 days holiday + bank holidays, pension and sick pay after probation, and company social events + great culture. If you're a motivated individual looking to grow in the financial sector, we encourage you to apply now.
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Financial Services Relationship Manager
4 days ago
London, Greater London, United Kingdom Jigsaw Financial Full timeAbout Jigsaw FinancialJigsaw Financial is a dynamic organization that offers an exciting opportunity for a skilled individual to join our team as a Financial Services Relationship Manager.We are committed to delivering exceptional service to our clients and partners, and we believe that this role will play a crucial part in achieving our goals.Job...
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Executive Relationship Manager
1 day ago
London, Greater London, United Kingdom Discover Financial Services, Inc. Full timeJob OverviewWe are seeking a Senior Executive Relationship Manager to join our team at Discover Financial Services, Inc.About the RoleThis is a unique opportunity to lead business development in one or more countries, regions, or industries. As a key member of our team, you will be responsible for managing business development activities to drive profitable...
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Financial Services Relationship Manager
3 days ago
London, Greater London, United Kingdom Street Context Full timeJob Title: Financial Services Relationship ManagerWe are seeking an experienced Financial Services Relationship Manager to join our team at Street Context. The ideal candidate will have a strong understanding of the financial services industry and be able to build relationships with clients to drive business growth.Key Responsibilities:Collaborate with our...
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Financial Services Relationship Manager
3 days ago
London, Greater London, United Kingdom Bank of America Full timeAbout the RoleAs a Financial Services Relationship Manager, you will be responsible for building and maintaining relationships with clients, identifying new business opportunities, and providing customized financial solutions to meet their needs. You will work closely with internal teams to ensure alignment and effective delivery of services.This is an...
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UK Financial Services Manager
4 weeks ago
London, Greater London, United Kingdom Macrobond Financial Full timeAbout the RoleWe are seeking a highly skilled UK Financial Services Manager to join our EMEA Sales team at Macrobond Financial. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, serving as their primary contact and trusted advisor.Your Key ResponsibilitiesUnderstand client needs and...
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Financial Services Relationship Manager
4 weeks ago
London, Greater London, United Kingdom Moody's Investors Service Full timeAt Moody's Investors Service, we're looking for a talented professional to join our team as a Financial Services Relationship Manager. This role is a key part of our Commercial team, responsible for maintaining and extending existing customer relationships for Structured Finance.Key Responsibilities:Proactively manage a high volume of Structured Finance...
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Financial Services Relationship Manager
4 weeks ago
London, Greater London, United Kingdom Transact Full timeAbout the RoleWe are seeking a highly skilled Financial Services Relationship Manager to join our team at Transact. As a key member of our operations team, you will be responsible for developing and maintaining relationships with financial advisers, providing support to their staff, and handling all queries received by phone, email, or letter.Key...
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Business Relationship Manager
4 weeks ago
London, Greater London, United Kingdom InterQuest Financial Markets Full timeAre you a seasoned credit risk professional looking to make a meaningful impact in managing high-risk customer relationships? At InterQuest Financial Markets, we're seeking a Business Support Manager to join our Risk & Compliance team. In this role, you will take ownership of the credit management process for customers facing financial difficulties, with a...
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Financial Services Relationship Manager
1 month ago
London, Greater London, United Kingdom IDR Group Full timeWe are a rapidly scaling financial services company revolutionizing the private markets landscape. Our mission is to be the trusted hub of the private markets, providing a seamless investor onboarding experience. The Client Account Manager will play a critical role in establishing and maintaining strong relationships with our clients. This role requires a...
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Financial Services Relationship Manager
4 weeks ago
London, Greater London, United Kingdom Page Personnel Full time £40,000 - £46,000Key Responsibilities:As a Client Services Associate, you will play a pivotal role in maintaining strong relationships with clients in the financial services sector. Your primary focus will be on ensuring their needs are met and their expectations are exceeded.Key Accountabilities:• Handling inbound calls and emails from clients to deliver industry-leading...
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Senior Financial Services Manager
1 month ago
London, Greater London, United Kingdom Integris Financial Recruitment Ltd Full timeThe successful candidate will be responsible for a portfolio of corporate clients across various industries. This will include managing the client relationship and ensuring that expectations are managed accordingly. The main duties of this role include: Planning, supervising, and reviewing financial services work, including audit, accounts, and tax...
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Financial Services Relationship Manager
2 weeks ago
London, Greater London, United Kingdom Chambers London Recruitment Ltd Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic Account Manager to join our team at Chambers London Recruitment Ltd. In this role, you will play a crucial part in managing client relationships, providing exceptional service, and supporting the growth of our business.Key ResponsibilitiesDevelop and maintain strong relationships with assigned...
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Financial Services Professional
1 month ago
London, Greater London, United Kingdom Sun Life Financial Full timeAbout the Role:Sun Life Financial is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Services Professional. As a Financial Services Professional, you will have the opportunity to build your own business and work with clients to help them achieve their financial goals.Key Responsibilities:Prospect and acquire new...
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Financial Services Relationship Manager
3 days ago
London, Greater London, United Kingdom Johnson & Associates Rec Specialists Ltd Full timeLocation: LondonWe are offering a highly competitive salary of £80,000 - £140,000 per annum.Contract Type: PermanentAbout the OpportunityThis is an exciting role for a professional with a background in Global Capital Markets (GCM), looking to transition into a client-facing position. Responsibilities will include managing client relationships, providing...
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Senior Executive Relationship Manager
1 month ago
London, Greater London, United Kingdom Discover Financial Services, Inc. Full timeSenior Executive Relationship Manager - Business Development LeadAt Discover Financial Services, Inc., we're committed to delivering exceptional results and driving business growth. As a Senior Executive Relationship Manager - Business Development Lead, you'll play a key role in achieving this goal.Key Responsibilities:Manage business development in one or...
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Financial Services Relationship Manager
3 weeks ago
London, Greater London, United Kingdom Harrison Scott Associates Full timeAccount Manager – Financial and Account Reporting MarketA leading printing company is looking for an Account Manager with expertise in the financial and account reporting market to join their team.We are seeking a candidate with a proven track record of building and maintaining client relationships to support the sales team in this field.Key...
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Financial Services Relationship Manager
2 weeks ago
London, Greater London, United Kingdom Deutsche Bank Full timeAt Deutsche Bank, we are seeking an experienced Financial Services Relationship Manager to join our team. This is a fantastic opportunity to work in a dynamic and fast-paced environment where you will be responsible for supporting the delivery of fundraise efforts globally for our Alternative Credit Europe Strategies.The role involves working closely with...
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Financial Services Advisor
1 week ago
London, Greater London, United Kingdom P10 Financial Group Full timeRole OverviewWe are seeking an experienced Financial Services Advisor to join our dynamic team at P10 Financial Group in London. The ideal candidate will have a strong background in accounting and financial services, with excellent communication skills and the ability to work closely with clients and colleagues.The role offers a competitive salary of...
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Mergers and Acquisitions Relationship Manager
1 month ago
London, Greater London, United Kingdom C James - Financial Services Recruitment & Search Full timeJob OverviewC James - Financial Services Recruitment & Search is seeking a highly skilled Mergers and Acquisitions Relationship Manager to join their team. As a key member of the corporate trust and payment services team, you will be responsible for managing a variety of M&A deals, primarily focusing on Escrow and Paying Agent transactions.This is a dynamic...
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Financial Services Professional
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...