Relationship Manager

The Relationship Manager is responsible for leading and growing a high‑value client portfolio, delivering strong commercial outcomes while setting the standard for client experience, risk discipline, and collaborative leadership. The role balances revenue growth with long‑term client outcomes, team contribution, and firm‑wide stewardship. The role holder should hold suitable regulatory‑approved Level 4 and 7 qualifications, such as CFA or CISI.

Scope & Accountability

• Ownership of a defined client portfolio
• Accountability for client service, retention, and portfolio delivery
• Responsibility for operating within agreed risk and governance parameters
• Contribution to team culture, collaboration, and shared success
• Personal development towards more senior client leadership roles

Key Responsibilities

Own and deliver sustainable net new business growth across the portfolio

Drive annual reven...