Institutional Relationship Manager
 
Department: Premium Client Management

Location: Singapore
 
About the Role
An opportunity to play an integral role within a recently established institutional client management team. The successful candidate will manage and develop a portfolio of institutional clients across APAC, acting as a key point of contact to build trusted relationships, understand client requirements, coordinate internal support and identify opportunities to deepen engagement and grow revenue.
The role will involve working with a range of institutional clients including brokers, banks, hedge funds and other financial institutions, with a particular focus on Chinese-speaking clients.
 
Key Responsibilities

• Manage and develop a portfolio of institutional clients across designated APAC markets.
• Act as the primary relationship contact for assigned clients, maintaining regular and proactive engagement with key stakeholders.
• Understand the firm's value proposition and competitive landscape to effectively position relevant solutions.
• Identify client requirements and provide appropriate trading solutions, including API, White Label and Introducing Broker arrangements.
• Identify opportunities to deepen relationships and grow account value across margin FX, CFDs and other derivative asset classes.
• Monitor client activity, revenue performance and engagement levels to identify growth opportunities, service risks and potential client attrition.
• Identify and assess sales and marketing initiatives to support individual and business targets.
• Conduct regular client and account reviews, agree follow-up actions and drive improvements in client satisfaction, retention and commercial outcomes.
• Coordinate client onboarding and ongoing service delivery, ensuring internal stakeholders are aligned and client commitments are met.
• Work closely with Sales Trading and other internal teams to resolve client queries, operational issues and escalations.
• Maintain a strong understanding of financial markets, market participants and relevant technologies.
• Ensure compliance with internal policies and relevant local regulatory requirements.
• Collate and review target client corporate documentation for Legal and Compliance assessment.
• Gather and analyse client feedback in partnership with Sales Trading and other internal stakeholders.
• Contribute ideas to improve departmental processes and procedures.
• Provide regular management information covering client activity, business opportunities and account development.
• Maintain ongoing professional development and participate in relevant training.

Key Skills & Experience

• Mandarin proficiency is required, given regular engagement with Chinese-speaking institutional clients.
• Proven experience in Business Development, Institutional Sales or Relationship Management.
• Strong financial markets experience, ideally with knowledge of FX and CFDs; knowledge of equities and equity dealing would be advantageous.
• Comfortable working against commercial targets and KPIs.
• Strong verbal and written communication skills in English and Mandarin.
• Ability to build relationships and communicate effectively with stakeholders at all levels.
• Self-motivated, commercially driven and able to work independently.
• Strong team player with the ability to support and collaborate with colleagues.
• Professional and client-focused approach.

Key Competencies

• Relationship Builder
• Sales Driven
• Customer Centric
• Strong Communicator
• Task Oriented
• Team Player
• Resilient & Adaptable
• Problem Solver

Interested applicants please contact Cornelius.kang@trevosepartners.com