Senior Client Relationship Manager – (Institutional/Wealth/Platform)

London

Excellent Salary + Bonus + Bens

An excellent opportunity has arisen for an experienced Senior ClientRelationship Manager to join a London-based wealth and platform services business. You will take ownership of key institutional relationships, driving outstanding service, commercial growth and good customer outcomes across a high-profile client portfolio.

The opportunity

• Act as the senior point of contact for key institutional and platform clients, ensuring a high-quality, collaborative and commercially effective relationship.
• Maintain and deepen client relationships through regular service and commercial reviews, following up actions promptly to drive satisfaction and retention.
• Drive revenue growth by identifying client needs and opportunities to introduce additional products and services, while keeping customer outcomes at the centre of decision-making.
• Engage with senior client stakeholders and executives to understand their strategy and roadmap, ensuring solutions are aligned to support their growth.
• Act as an escalation point for service and product queries, issues and complaints, ensuring timely and appropriate resolution.
• Use robust management information to support planning, prioritisation and decision-making, escalating risks or issues where appropriate.
• Champion a client-focused culture, identifying root causes of issues and helping to implement sustainable fixes.
• Work closely with Product, Business Development, Operations, Risk and Compliance to deliver agreed client solutions in line with FCA Consumer Duty and wider regulatory expectations.
• Represent the function at relevant internal forums and, where required, deputise for the Head of Client.

Skills and experience

• 5+ years’ institutional client relationship management experience, ideally within platform, wealth management or investment management; broader financial services experience will also be considered.
• Demonstrable track record of delivering exemplary client service, driving good consumer outcomes and sustainable revenue growth.
• Highly effective communicator, confident engaging senior external stakeholders and internal teams across multiple functions.
• Strong capability in creating and interpreting management information to support planning, prioritisation and sound decision-making.
• Solid understanding of UK financial services regulation and risk considerations (e.g. Consumer Duty, CASS, KYC/AML, complaints, TCF).
• Experience building or contributing to a high-performance, client-focused culture, with the ability to coach and develop others.

About you

• Relationship-led and commercially astute, with the gravitas to operate at senior level.
• Strong sense of ownership, integrity and accountability, with a focus on risk management and good customer outcomes.
• Collaborative, resilient and solutions-focused, comfortable working in a dynamic and evolving environment

If you are an experienced institutional relationship manager looking to take ownership of strategic clients in a growing London-based business, please apply with your CV or reach out directly for a confidential conversation.