Client Relationship Manager

Posted 21 Days Ago
Be an Early Applicant
Saint Julian's, MLT
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Manage and grow relationships with institutional clients (banks, asset managers, funds). Lead onboarding (KYC, account opening), support product and operational queries (FX, securities lending, treasury), identify cross-sell opportunities, coordinate with Compliance/Finance/Operations, produce client reporting, and drive retention and process improvements.
Summary Generated by Built In
Company Description

Building the bank of tomorrow takes more than skills. 
It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential.

We are the Swiss Leader in Online Banking and we provide trading, investing and banking services to 
+650’000 clients, through our performant and secured digital platforms.
Our +1200 employees work in a flexible way, without dress code and in multicultural teams. 

By having a huge impact on the industry, they are growing their skills portfolio and boosting their career in a fast-pace environment. Have a look behind the scenes by checking Humans of Swissquote on Instagram.
We are all in at Swissquote. As an equal opportunity employer, we welcome candidates from all backgrounds, experiences and perspectives to join our team and contribute to our shared success.

Are you all in? Don’t be shy, apply!

Job Description

We are seeking a highly motivated and commercially driven Client Relationship Manager to support the continued growth of our Malta office. The successful candidate will be responsible for developing and managing relationships with professional and institutional clients, including banks, asset managers, funds, pension funds, insurance companies, and other financial institutions.

The primary objective of the role is building a long-term and highly reputable brand, ensuring our organization is associated with excellence and identified as best-in-class B2B partner offering proactive, innovative and leading services to the EU Institutional and B2B space.

Your role will include:

  • Client Relationship Management:
    • Build and maintain trusted, long-term relationships with institutional clients, adopting a client-centric approach that anticipates needs beyond contracted services
    • Act as primary point of contact for new and existing clients, managing inbound enquiries across all channels (LinkedIn, website, referrals)
    • Identify cross-selling opportunities and support sales with prospects through expertise and demo activities
    • Monitor client volumes and activity, implement performance metrics, and proactively engage at-risk clients to ensure retention
  • Onboarding & Account Administration:
    • Coordinate end-to-end client onboarding — KYC/Due Diligence, account opening pack, liaison with Compliance for client acceptance — through to operational readiness
    • Manage account lifecycle changes including amendments and closures, and follow up on cash reconciliation discrepancies
  • Product & Operational Support:
    • Coordinate share class and portfolio hedging, securities lending, forex/treasury operations, and trailer fee collection
    • Liaise with Finance, Operations, and Compliance to resolve client queries and follow-up items
  • Reporting & Continuous Improvement:
    • Organise regular client review meetings and produce delivery status / satisfaction reports
    • Maintain departmental procedures in line with internal policy and regulatory changes, and identify opportunities for process improvement
    • Support audit planning, finding rectification work, and log identified risk events through appropriate channels

Qualifications

  • 2–6 years of experience in institutional sales within a bank, broker, or financial institution
  • Proven track record in relationship management, including onboarding institutional clients and developing long-term partnerships
  • Strong understanding of financial markets, investment products, and institutional client needs, including brokerage, FX, derivatives, and credit-related products
  • Familiarity with MiFID and broader EU regulatory frameworks; knowledge of electronic trading platforms (Bloomberg, Integral, 360T) is an advantage
  • Excellent written and spoken English; additional languages considered an advantage
  • Strong commercial mindset with a clear focus on revenue-driven, target-based outcomes
  • Excellent communication, negotiation, and influencing skills, with the ability to engage sophisticated institutional clients across different audiences
  • Highly organised, detail-oriented, resilient, and able to work independently while contributing to team objectives

Additional Information

Please note that Swissquote never requests sensitive personal information or payment of any kind during the recruitment process. Any such request is fraudulent.

 

SQ2

Skills Required

  • 2-6 years experience in institutional sales within a bank, broker, or financial institution
  • Proven track record in relationship management and onboarding institutional clients
  • Strong understanding of financial markets and investment products including brokerage, FX, derivatives, and credit-related products
  • Familiarity with MiFID and EU regulatory frameworks
  • Knowledge of electronic trading platforms (Bloomberg, Integral, 360T)
  • Excellent written and spoken English (additional languages advantageous)
  • Strong commercial mindset with focus on revenue-driven, target-based outcomes
  • Excellent communication, negotiation, and influencing skills
  • Highly organised, detail-oriented, resilient, and able to work independently
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Gland
1,306 Employees

What We Do

We are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the-art solutions to meet their investment needs. Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, and Bucharest. Swissquote Group Holding Ltd has been listed on the SIX Swiss Exchange (symbol: SQN) since May 2000 and is regulated by the Swiss Financial Market Supervisory Authority (FINMA). As well as various online trading products - including stocks, bonds, funds derivative products, and cryptocurrencies – Swissquote also provides Forex, Robo-Advisory, and Mortgages solutions. Today, we are proud to deliver our services to + 500’000 clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms. Swissquote is the marketing brand for the activities of Swissquote Bank Ltd (Switzerland) regulated by FINMA, Swissquote Bank Europe SA (Luxembourg) regulated by the CSSF, Swissquote Bank Ltd (UK) regulated by the FCA, Swissquote Financial Services (Malta) Ltd regulated by the MFSA, Swissquote MEA Ltd. (UAE) regulated by the DFSA, Swissquote Pte Ltd (Singapore) regulated by the MAS, Swissquote Asia Limited (Hong Kong) licensed by the Hong Kong SFC.

Similar Jobs

bet365 Logo bet365

Finnish Language Customer Service Advisor

Digital Media • Gaming • Software • Esports • Automation
In-Office
Tas-Sliema, MLT
10000 Employees
36K-36K Annually

bet365 Logo bet365

CRM Country Lead (Gaming), Spain

Digital Media • Gaming • Software • Esports • Automation
Hybrid
Tas-Sliema, MLT
10000 Employees

bet365 Logo bet365

Deputy Head of Sports CRM

Digital Media • Gaming • Software • Esports • Automation
In-Office
Tas-Sliema, MLT
10000 Employees

bet365 Logo bet365

Head of In-House Games

Digital Media • Gaming • Software • Esports • Automation
In-Office
Tas-Sliema, MLT
10000 Employees

Similar Companies Hiring

Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees
Revel.io Thumbnail
Aerospace • Hardware • Robotics • Software
US
50 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account