Manage and grow a concentrated book of high-net-worth and high-volume trading clients, driving significant wallet share across multiple product suites
Job Summary
Manage and grow a concentrated book of high-net-worth and high-volume trading clients, driving significant wallet share across multiple product suites.
Develop tailored growth strategies for key relationships, proactively engaging clients with market commentary and product education.
Mentor junior client managers, lead internal training sessions, and contribute to the evolution of the UK’s Premium Client Management strategy.
Matching Summary
Manage and grow a concentrated book of high-net-worth and high-volume trading clients, driving significant wallet share across multiple product suites.
Skills & Requirements
Must-have
Manage high-value trading clients
Drive significant wallet share
Complex consultative selling
Financial services sales experience
Deep product knowledge
Nice-to-have
Mentoring junior team members
Shaping evolving sales approach
Cross-functional team collaboration
Data analytics for account strategies
High autonomy and innovation
Key Requirements
5+ years financial services sales/client management