Finance Client Relationship Executive

I need an experienced Business Development professional whose core focus will be client relationship management. You will be the face of our finance-sector services for both new and existing clients, guiding them from first inquiry through long-term partnership.

Day to day, you will deepen trust with current accounts, re-engage lapsed contacts, and turn fresh leads into loyal advocates. That means planning regular check-ins, spotting upsell or cross-sell moments, and translating client feedback into clear actions for our product and trading desks. A modern CRM such as Salesforce or HubSpot should already feel second nature to you; accuracy and timely updates there are essential.

Because we operate in a regulated environment, every touchpoint must meet our compliance standards while still feeling personal. Solid written and verbal English, confidence with basic deal math, and the ability to simplify technical finance concepts for varied audiences are all traits I value highly.

Deliverables I will look for:
• Weekly CRM pipeline health report
• Monthly client growth summary with retention metrics and next-quarter action plan
• Documented feedback loops that show how client insights shaped internal improvements

If you have a track record of nurturing finance clients and can present sharp, data-backed ideas for accelerating account growth, let’s talk.