Relationship Manager, Fintech

  • Salary: £70,000 - £90,000 + benefits
  • Location: City of London
  • Consultant: Philippa Birdwood | 020 7588 8999
  • Reference: 927594
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Do you have proven experience as a relationship manager in a hands-on and fast-paced environment, working with financial institutions?

Are you comfortable presenting and able to deliver information clearly and concisely?

Do you have a client focused approach and a passion for delivering to a high standard?

If you are curious, tech-savvy, eager to keep learning and ready to bring energy to an organisation using strong project management skills, we’d love to hear from you.

Our client is a fast-growing FinTech company with a friendly and dynamic culture. They are looking for a talented individual manage and develop relationships with their clients and collaborate closely across the organisation to provide a consistently high level of service.

This role is hybrid, 3-4 days in office.

 What you’ll be doing day to day:

  • Building relationships with clients, managing day-to-day interactions while supporting the development of new relationships
  • Developing relationships to a ‘partnership’ engagement
  • Driving increased engagement between the clients and company, ensuring clients are satisfied with the services they receive
  • Acting as the voice of the client, communicating their needs to internal teams to influence the continued development of the product offering
  • Owning project management throughout the life cycle from a client commercial agreement to end-delivery, collaborating both with clients and colleagues
  • Presenting and leading client meetings in multiple different forums
  • Driving client adoption, value and outcomes leading to renewals of engagement, expansion of scope, and advocacy
  • Becoming a product expert on the company platform
  • Producing customised client presentations and developing client materials
  • Working with key stakeholders to support materials required for internal committees or regulatory responses
  • Constantly improving your industry knowledge through webinars / events / readings

The skills you need to bring:

  • 5-10 years’ professional experience in a relationship manager role either within a bank or within the financial services practice of a consulting firm / analytics company
  • A strong understanding of the banking industry (Corporate and Investment Banking, Retail Banking, Asset Management)
  • Effective, sharp, clear and succinct communication skills, both verbal and written
  • Strong presentation skills, including to senior client stakeholders
  • A passion for providing high-quality service to clients, relationship building, problem solving and teamwork
  • Strong project management skills, with the ability to manage a portfolio of multiple projects simultaneously
  • Proven ability to work in a fast-paced environment
  • Ability to determine a client’s goals / objectives, desired outcomes and success measures, predict roadblocks and address them before they even occur

Posted date: 6 May 2025

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