Client Relationship Manager - Financial Services

Sales or Telesales - Banking and Financial


Recruit Gibraltar are currently helping our financial services client who has a great opportunity for a Client Relationship Manager to be responsible for developing and managing long term strategic client relationships to increase business and revenue, the Relationship Manager will have direct interaction with clients at all levels including executive management. The company provide services across Europe and are part of a group with offices in 20 countries. They have a great reputation for launching a variety of innovative and exciting new programs across the sector.

What will you do as a Client Relationship Manager?

• Assist in developing new business relationships within existing clients and potential new clients.
• Presents Program Applications to New Business Committee after working closely with their client to understand what program they want to deliver and communicate feedback from the business back to the client.
• Handhold and guide new clients to assure a smooth experience during the on-boarding stage and hold discussions with the client and the business to manage completion of the contract and due diligence process.
• Track and meet KPIs of the assigned strategic clients compared to the client-specific targets, identifying and reporting any negative variances. Work collaboratively with relevant teams, using deep knowledge of the client relationship to propose corrective actions to be taken.
• Conduct regular monthly or quarterly program reviews with assigned clients to identify key problems that inhibit the growth of the program revenue, and work on opportunities that promote revenue growth.
• Understand client needs and communicate problems and requests identified during program reviews to the respective teams, tracking their progress and updating the client as appropriate.
• Understand the end user experience in order to identify and fill product gaps, generate new ideas that grow the business’s market share and the improvement of the client and consumer experience in order to drive growth. Solicits feedback from clients and potentially consumers.
• Identify and follow through upselling and cross-selling products and opportunities.

What do you know that makes you a great Client Relationship Manager?

• Solid experience as a Relationship Manager for corporate clients, with proven success of collaborating and influencing C-level roles.
• Knowledge of the banking industry strongly preferred.
• Experience in discussions with clients based on existing contractual terms.
• Commercial acumen – competent in analysing and evaluating client performance data.
• Aptitude for fostering positive relationships, internally and externally
• Excellent communication skills, with command of written and spoken English
• Autonomy for excellent time management and organisational skills

Salary circa £35k based on experience with benefits package.

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