Relationship Manager


Job Description

Our client is a well-established Foreign Exchange broker based in the west end. An exciting opportunity has opened up for an experienced Relationship Manager to manage day to day relationships of new clients and excellent retention of existing clients

  • Execute and trade an existing portfolio working towards pre-set targets & KPI’s
  • Proactively seek out new business referrals whilst cross selling and upselling the existing portfolio into our various products, including hedging and orders
  • Focus on deepening client relationships through active outbound and inbound calls, providing relevant market updates, leading face to face client meetings and hosting client entertainment, ultimately driving client satisfaction and retention and increasing revenue in a competitive market
  • Provide prospective and existing clients with support across online, payment and general queries as well as booking transactions over the phone resulting in an uplift in existing monthly transactions
  • Help team member’s clients as if they were your own and ensuring they do not see a drop off in service levels when their dealer is not around
  • Effectively manage stakeholders and build strong relationships across the business to ensure a smooth and fast e2e transaction process
  • Proactively share knowledge, experience, concerns, and ideas with the immediate and wider dealing team to enhance the customer experience and ensure all trades are compliant and the business is protected from unnecessary risk
  • Ensure existing and prospective clients know how to self-serve through the company platform and assist in creating a process to ensure a high % of trades are booked online
  • Be a company brand ambassador - demonstrate energy, resilience, and tenacity, always seeking to create solutions that exceed client expectations

The ideal candidate will have:

  • Minimum 1-2 years Forex experience/knowledge is essential.
  • Proven record of accomplishment in managing client relationships.
  • Demonstrates a deep understanding of the client with a 'CustomerFirst' mentality, possesses a keen desire to complement a strong team of excellent Senior Relationship Managers to deliver a seamless customer experience
  • Builds mutually beneficial relationships both internally and externally, demonstrates insightful communication skills and the confident ability to engage openly with people at all levels (including top decision makers)
  • Keeps abreast of industry and product advancements, becomes an expert who is able to share relevant insights in a compelling and relevant manner
  • Evidence a strong track record in hitting and exceeding targets on a monthly basis providing excellent customer service, demonstrating effective time management, monitors progress and measures results against set KPI's

In return, you can expect excellent company benefits and career progression.

To be considered for this role please apply now



Consultant Details

Maz Matin

Maz Matin

+44 207 199 6262

Job Summary

Ref ID: MM1803
£50000 - £60000

Apply now