Relationship Manager / Senior Relationship Manager – Global Stockbroking Firm

• Excellent company culture and career progression opportunities
• Generous salary with achievable commission structure
• Dynamic and inspiring leaders with collaborative working environment

Are you passionate about financial markets and building lasting relationships with high-value clients? Join an award-winning stockbroking firm that’s leading the way in trading technology and client service.

We’re seeking dynamic and driven professionals to join our Premium Client Management team as Relationship Manager/Senior Relationship Manager.

Whether you’re ready to take the next step in your career or bring your senior expertise to a new challenge, we’d love to hear from you!

Why is this the company for me?

• Be part of an award-winning stockbroking and trading business known for innovation and service excellence
• Work with cutting-edge trading platforms and a premium client base
• Competitive remuneration, incentives, and ongoing professional development
• A collaborative and high-performing team environment
• Opportunities to expand your career as part of a global financial services leader

What will my day to day look like?

In this role, you will:

• Manage and grow relationships with a portfolio of premium and high-net-worth clients
• Drive business development through reactivations, referrals, cross-selling, and market share wins
• Provide proactive, end-to-end service and support to deliver exceptional client experiences
• Conduct client meetings, daily phone calls, and market updates to engage and educate clients
• Execute trades for clients where authorised, ensuring speed, accuracy, and compliance
• Act as a trusted brand ambassador and subject-matter expert in financial markets
• Contribute to strategy, reporting, and continuous improvement initiatives (particularly at Senior RM level)
• Participate in client events, webinars, and education sessions

Key KPIs:

Your performance will be centred around:

• Meeting business revenue targets
• Client meetings and proactive engagement
• Daily phone activity and pipeline management
• Business development activity, including reactivations and cross-selling
• Maintaining the highest service standards to drive client retention and satisfaction

What skills and experience do I need for this role?

We’re looking for candidates who bring:

• 3+ years (Relationship Manager) or 5+ years (Senior Relationship Manager) experience in sales, relationship management, or customer service, ideally within financial markets
• Strong understanding of financial products, trading platforms, and market dynamics
• Excellent communication and interpersonal skills to engage and influence high-value clients
• Drive and resilience to thrive in a target-driven environment
• Ability to identify opportunities and convert leads into business growth
• RG146 compliance (or willingness to obtain)
• Tertiary qualifications in Business, Finance, Economics, or a related field (preferred)

At the Senior Relationship Manager level, we also value:

• Experience managing teams or contributing to team strategy
• Leadership qualities and a collaborative mindset
• Advanced skills in reporting, analysis, and process improvement

Sounds Great! How do I apply?

If you’re a client-focused professional who loves financial markets and wants to drive success for both clients and your career, apply now!