Relationship Manager

Core Responsibilities:

​Client Interface Management​

Serve as primary contact for institutional clients, ensuring 24/6 response time for critical inquiries and maintaining service level agreements (SLAs) for documentation delivery

Implement weekly client portfolio review sessions with updated risk exposure reports and liquidity position statements

​Operational Coordination​

Maintain client relationship management system (CRM) with real-time updates, including collateral requirements and regulatory documentation

Develop standardized trade confirmation templates in collaboration with legal team, reducing back-office processing time by 20%

​Trade Execution Support​

Collaborate with trading desks to monitor daily FX/equity derivative positions (50+ instruments), ensuring pricing alignment within 0.5% tolerance

Create client-specific execution protocols for volatility events, including liquidity contingency plans

​Lifecycle Management​

Conduct quarterly relationship health assessments covering profitability metrics and regulatory compliance status

Establish escalation protocols for critical issues (counterparty downgrades, regulatory breaches) with defined resolution timelines

​Request Management​

Design automated ticketing system for internal requests (documentation, trade adjustments) with SLA tracking

Implement problem-solving framework for routine inquiries (settlement failures, account access) to reduce resolution time by 30%

​**Qualifications:*

​Professional Experience​

3+ years in institutional client servicing at global trading firms, asset managers, or custodian banks

Proven track record in managing AUM ≥$500M institutional portfolios

​Core Competencies​

Advanced Bloomberg Terminal and TradeWeb proficiency

Familiarity with DTCC/NSCC settlement processes and ISDA documentation standards

​Performance Metrics​

Maintain 95%+ client retention rate through proactive relationship management

Reduce operational errors by 25% through improved documentation practices

​Regulatory Adherence​

Implement client KYC updates i