Client Relationship Manager - Fintech (Wealth Management)

Client Relationship Manager - Fintech (Wealth Management)

Location: London, United Kingdom

Posted by: Ramsey Portia

Date: 2025-04-04

Employment Type: Full time

Contract Type: Permanent

Key Responsibilities & Duties:

• Cultivate and maintain strong client relationships, leading onboarding and ensuring satisfaction and long-term engagement.


• Collaborate with colleagues in global client-facing teams to ensure an exceptional experience for clients.


• Develop and execute strategies to increase adoption of the platform across various investment strategies.


• Partner with technology and client teams to address user challenges with innovative solutions.


• Implement and manage a comprehensive communications strategy for clients and internal stakeholders to drive business outcomes.


• Present and provide platform demos to current and prospective clients.


• Support Sales Team and other Client Success Managers for both asset manager and wealth management related queries.


• Capture client feedback and work with the internal technology team to develop new services and digital tools for our clients.


• Help drive strategic initiatives, working alongside internal teams, and source potential new opportunities.

The role requires:

• 3-5 years' experience of working with clients in fintech or the investment management industry (preferably in Client Success, Business Development or Fund Research).


• Strong project management capabilities, with the ability to translate client requirements into actionable plans, monitor progress, and ensure successful outcomes.


• An understanding of SaaS platforms and basic knowledge of the investment management industry, with curiosity to learn.


• Exceptional communication and interpersonal skills, with the ability to build lasting relationships with both internal and external stakeholders, collaborate across organizational levels, and navigate cultural and use-case differences.


• Excellent negotiation skills, adept at influencing and persuading clients to achieve optimal results and ensure continued service retention.


• Proactive and self-motivated, with a focus on improving processes both for clients and internally, while challenging the status quo.


• A pragmatic problem-solver, able to identify clear strategies and processes that lead to successful results.


• Strong analytical skills and comfortable using systems (e.g. PowerBI, Jira, HubSpot) to generate internal/external reporting to drive business outcomes.


• A humble and collaborative team player, flexible in supporting colleagues and contributing to other initiatives that drive strategic objectives.

#s1-Gen

opportunities. The role requires: 3-5 years' experience of working with clients in fintech or the investment management industry (preferably in Client Success, Business Development or Fund Research) Strong project management capabilities, with the ability to translate client requirements into actionable plans, monitor progress, and ensure successful outcomes. An understanding of SaaS platforms and basic knowledge of the investment management industry, with curiosity to learn. Exceptional communication and interpersonal skills, with the ability to build lasting relationships with both internal and external stakeholders, collaborate across organizational levels, and navigate cultural and use-case differences. Excellent negotiation skills, adept at influencing and persuading clients to achieve optimal results and ensure continued service retention. Proactive and self-motivated, with a focus on improving processes both for clients and internally, while challenging the status quo. A pragmatic
problem-solver, able to identify clear strategies and processes that lead to successful results. Strong analytical skills and comfortable using systems (e.g. PowerBI, Jira, HubSpot) to generate internal/external reporting to drive business outcomes. A humble and collaborative team player, flexible in supporting colleagues and contributing to other initiatives that drive strategic objectives.