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Client Relationship and Onboarding Manager - Investment Bank 35-70k

Client Relationship and Onboarding Manager - Investment Bank 35-70k

Posted 13 July by Tribus Consulting Ltd
Easy Apply Ended

My client is a rapidly expanding financial services technology (FinTech) company.

We build, provide, and maintain cutting edge trade analysis software for banks, hedge funds, and asset managers. Our web based platform relies upon advanced analytics that are constantly being improved and expanded upon. Our current products include:

- Trader performance profiling and development

- Insider trading and market abuse detection

- Rogue trader detection


A key aspect to this role is to manage ongoing/new relationships with clients, who range from Investment Banks, Hedge Funds and other trading institutions and the successful onboarding of new and existing clients.


 Project management of new / existing client onboarding and be ultimately accountable for successful delivery of products

 Agreeing deliverables with clients and key stakeholders

 Working very closely with clients to analyse their trade data

 Learning my clients bespoke development language

 Provide significant input and work very closely with development teams and other departments within my client to assist with innovation and company/product development


 1-3 years’ experience in a similar position in financial services.

 Demonstrated client interaction

 Degree-qualified

 Strong verbal and written communication skills, proven ability to work efficiently

 Able to communicate effectively to key stakeholders at all levels


 Meticulous attention to detail and accuracy.

 Team-player; shares own expertise with colleagues and welcomes feedback and input from peers/manager.

 Ability to work collaboratively with other teams/functions.

 Autonomous and takes responsibility for delivering on deadlines.

 Exceptional management and organisational skills, ability to prioritise multiple simultaneous projects.

 Good knowledge of multi-asset products

 SQL experience

 Any other programming language experience would be a bonus

Required skills

  • Client Services
  • Investment Banking
  • Hedge Funds
  • Onboarding

Reference: 35627355

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