Client Relationship Manager – Institutional Clients

About the role

Swissquote, the Swiss leader in online banking, is looking for a commercially driven Client Relationship Manager to support the growth of its Malta office. The role focuses on professional and institutional clients such as banks, asset managers, funds, pension funds and insurance companies, with the aim of building a long-term, highly reputable brand seen as a best-in-class B2B partner for the EU institutional and B2B space.

Key responsibilities

• Build and maintain long-term, client-centric relationships with institutional clients and act as the main point of contact for new and existing clients across LinkedIn, the website and referrals
• Identify cross-selling opportunities and support sales with prospects through expertise and demos
• Monitor client volumes and activity, set performance metrics and proactively engage at-risk clients to retain them
• Coordinate end-to-end onboarding: KYC/due diligence, account opening pack, liaison with Compliance for client acceptance, and operational readiness
• Manage account lifecycle changes, amendments and closures, and follow up on cash reconciliation discrepancies
• Coordinate share classes, portfolio hedging, securities lending, forex/treasury operations and trailer fee collection, liaising with Finance, Operations and Compliance
• Hold regular client review meetings, produce delivery status and satisfaction reports, and keep procedures aligned with policy and regulation
• Support audit planning, rectification of findings and logging of risk events

Required profile

• 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 building long-term partnerships
• Strong understanding of financial markets, investment products and institutional client needs (brokerage, FX, derivatives, credit)
• Familiarity with MiFID and EU regulatory frameworks; knowledge of electronic trading platforms (Bloomberg, Integral, 360T) is an advantage
• Excellent written and spoken English; additional languages are an advantage
• Commercial mindset focused on revenue-driven, target-based outcomes, with strong communication, negotiation and influencing skills
• Highly organised, detail-oriented, resilient and able to work independently