Manage and grow a concentrated book of high-net-worth and high-volume trading clients, identifying and converting high-value prospects through referral networks and strategic prospecting
Job Summary
Manage and grow a concentrated book of high-net-worth and high-volume trading clients, identifying and converting high-value prospects through referral networks and strategic prospecting.
Navigate sophisticated client needs across multiple asset classes and trading strategies, structuring bespoke solutions that align commercial outcomes with client objectives.
Mentor junior client managers through complex sales cycles and challenging client situations, 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, identifying and converting high-value prospects through referral networks and strategic prospecting.
Skills & Requirements
Must-have
manage high-value trading clients
complex consultative selling
drive significant wallet share
deep product knowledge
client relationship management
FCA-regulated trading environments
Nice-to-have
mentor junior team members
strategic relationship management
high autonomy
cross-functional teams
diversity is vital to success
Key Requirements
5+ years in financial services sales
Proven track record of exceeding revenue targets
Experience managing high-net-worth clients
Advanced CRM usage
Familiarity with FCA-regulated trading environments