Junior Institutional Relationship Manager

Financial Services / Institutional Trading

About the Role

Our client is a global financial services / trading business looking for a Junior Institutional Relationship Manager to support the onboarding and ongoing management of institutional clients. This is a genuine development opportunity — prior industry experience is not essential, as full training will be provided. The focus is on finding a strong relationship manager who can build trusted client relationships and grow into the institutional business over time.

Key Responsibilities

Support onboarding of new institutional clients, ensuring account opening and onboarding tasks run smoothly
Act as day-to-day point of contact for clients, responding to queries and coordinating internally
Assist with client implementations — account setup, platform access and connectivity
Build strong, trusted working relationships with institutional clients
Maintain accurate onboarding documentation and CRM records
Coordinate across Sales, Trading, Operations, Compliance and Technology teams
Monitor client activity and flag issues or opportunities to senior team members
Prepare client presentations, reports and onboarding materials
Build knowledge of institutional FX/CFD markets, trading platforms and liquidity offerings via on-the-job training
Stay current with market developments and industry trends

Skills & Experience Sought

1–2 years' experience in a B2B client-facing role — e.g. Customer Success, Account Management, Client Services, or similar within Enterprise SaaS, Payments, Banking, FinTech, Technology or Professional/Corporate Services (financial services background not required)
Excellent communication and interpersonal skills, with genuine interest in building client relationships
Highly organised, with strong attention to detail and ability to manage multiple tasks
Proactive attitude with willingness to learn and develop within institutional financial markets
Strong problem-solving skills and ability to work collaboratively across teams
Comfortable using Microsoft Office and CRM systems
University degree or equivalent, ideally in Business, Finance, Economics or a related discipline
Professional, polished communicator — relationship-focused, proactive and collaborative (low ego)
Comfortable communicating via email, Slack/chat tools, client meetings and industry events

Desirable

Interest in financial markets, institutional trading or fintech
Exposure to building professional relationships with high-net-worth clients
Additional language skills are beneficial but not essential

Institutional Relationship Manager (UK)