Job Title: Relationship Manager

Location: London - Hybrid

Start Date: ASAP

Salary: £45,00 - £50,000 + Commission 

 

About the Company

Our client is a boutique, FCA-authorised fintech redefining the intersection of private banking and technology. They specialise in delivering tailored multi-currency, FX, and wealth solutions to high-net-worth individuals (HNWIs), financial institutions, and specialist sectors such as Wealth, Marine, Aviation, and Corporate.

 

Since launching in 2020, the business has built a profitable, self-funded model and forged strong partnerships with leading industry players. Now expanding across the UK, Europe, and the Middle East, they continue to balance commercial scale with an exceptional, relationship-led service approach.

 

The Role

This newly created role supports the CEO and Founder by managing a portfolio of high-value client relationships introduced directly by the CEO. You’ll oversee the full client journey, from first introduction and onboarding through to long-term relationship management and performance tracking.

It’s a high-exposure position that requires a blend of discretion, precision, and emotional intelligence. You’ll act as a bridge between the CEO’s network and the wider business, ensuring clients receive a seamless, world-class experience.

 

Key Responsibilities

Lead Conversion & Onboarding

• Manage all CEO-introduced prospects through documentation, compliance, and onboarding.
• Partner with Compliance to ensure KYC, AML, and regulatory requirements are fully met.
• Track and manage all activity via internal systems (e.g. Monday.com).
• Communicate proactively with clients and internal teams to ensure smooth onboarding.

Client Relationship & Performance

• Serve as the day-to-day relationship lead for CEO-sourced clients post-onboarding.
• Coordinate with the Client Support team to deliver consistent service excellence.
• Monitor portfolio performance, revenue trends, and pipeline forecasts.
• Produce concise monthly updates for the CEO and senior leadership.

Governance & Collaboration

• Maintain a clear distinction between CEO-sourced and self-sourced client activity.
• Ensure all CRM data, documentation, and processes are fully compliant and audit-ready.
• Collaborate closely with Compliance, Operations, and Finance to uphold accuracy and transparency.

 

What You’ll Bring

• 3+ years’ experience in fintech, banking, or financial services.
• Proven track record in onboarding, relationship management, or client service.
• Strong understanding of KYC, AML, and broader compliance requirements.
• Exceptional communication and organisation skills with a detail-oriented mindset.
• Confidence managing senior and high-net-worth client relationships.
• Professional discretion, reliability, and a proactive approach to problem-solving.

 

Why Join

• Partner directly with the CEO and senior leadership on strategic client relationships.
• Play a pivotal role in enabling commercial scale without compromising client experience.
• Gain exposure across the full client lifecycle,  from origination through to portfolio management.
• Join a fast-growing, boutique fintech that’s redefining what private banking looks like in the digital age.