Client Relationship Manager

Relationship Manager – Client Success & Portfolio Growth

Direct Hire

We’re looking for a proactive and client-focused Relationship Manager to manage and grow an allocated portfolio of clients. In this role, you will act as a trusted partner, supporting clients in achieving their goals while building long-term, meaningful relationships.

This is a great opportunity for someone who enjoys working closely with clients, building trust, and helping them progress toward their objectives
. If you come from banking, mortgage broking, lending, financial services, or finance-related roles
, this could be the perfect next step in your career.

• Manage and nurture a portfolio of clients while maintaining strong engagement and retention.
• Build long-term relationships and act as the primary point of contact for clients.
• Conduct regular client check-ins, progress discussions, and reviews.
• Understand client goals and provide guidance to support their progress.
• Identify opportunities to enhance client outcomes and overall experience.
• Collaborate with internal teams to ensure clients receive the best possible support.
• Maintain accurate records and updates within CRM systems.
• Deliver a high level of client service and resolve queries professionally.
• Support client events, engagement initiatives, and success stories.

• Experience in relationship management, client success, account management, or similar roles
  .
• Strong communication and relationship-building skills.
• Ability to manage multiple clients and priorities effectively.
• A proactive and solution-oriented mindset.
• Strong organisational skills and attention to detail.
• Experience using CRM systems is an advantage.
• Someone who enjoys working with people and building long-term relationships.
• Experience managing a client portfolio.
• Background in customer success, account management, or professional services.
• Experience working in a fast-paced and collaborative environment.

• Opportunity to build strong and meaningful client relationships.
• Supportive and collaborative team culture.
• A role where you can make a real impact on client success.
• Career growth and development opportunities.