We are seeking a highly motivated and commercially driven Client Relationship Manager to support the continued growth of our Malta office. The successful candidate will be responsible for developing and managing relationships with professional and institutional clients, including banks, asset managers, funds, pension funds, insurance companies, and other financial institutions.
The primary objective of the role is building a long-term and highly reputable brand, ensuring our organization is associated with excellence and identified as best-in-class B2B partner offering proactive, innovative and leading services to the EU Institutional and B2B space.
Your role will include:
- Client Relationship Management:
- Build and maintain trusted, long-term relationships with institutional clients, adopting a client-centric approach that anticipates needs beyond contracted services
- Act as primary point of contact for new and existing clients, managing inbound enquiries across all channels (LinkedIn, website, referrals)
- Identify cross-selling opportunities and support sales with prospects through expertise and demo activities
- Monitor client volumes and activity, implement performance metrics, and proactively engage at-risk clients to ensure retention
- Onboarding & Account Administration:
- Coordinate end-to-end client onboarding — KYC/Due Diligence, account opening pack, liaison with Compliance for client acceptance — through to operational readiness
- Manage account lifecycle changes including amendments and closures, and follow up on cash reconciliation discrepancies
- Product & Operational Support:
- Coordinate share class and portfolio hedging, securities lending, forex/treasury operations, and trailer fee collection
- Liaise with Finance, Operations, and Compliance to resolve client queries and follow-up items
- Reporting & Continuous Improvement:
- Organise regular client review meetings and produce delivery status / satisfaction reports
- Maintain departmental procedures in line with internal policy and regulatory changes, and identify opportunities for process improvement
- Support audit planning, finding rectification work, and log identified risk events through appropriate channels
- 2–6 years of experience in institutional sales within a bank, broker, or financial institution
- Proven track record in relationship management, including onboarding institutional clients and developing long-term partnerships
- Strong understanding of financial markets, investment products, and institutional client needs, including brokerage, FX, derivatives, and credit-related products
- Familiarity with MiFID and broader EU regulatory frameworks; knowledge of electronic trading platforms (Bloomberg, Integral, 360T) is an advantage
- Excellent written and spoken English; additional languages considered an advantage
- Strong commercial mindset with a clear focus on revenue-driven, target-based outcomes
- Excellent communication, negotiation, and influencing skills, with the ability to engage sophisticated institutional clients across different audiences
- Highly organised, detail-oriented, resilient, and able to work independently while contributing to team objectives
Please note that Swissquote never requests sensitive personal information or payment of any kind during the recruitment process. Any such request is fraudulent.
SQ2