Sales & Relationship Management

Broadgate is partnered with a leading global provider of asset management and investment technology solutions is seeking a Relationship Manager to join its high-performing team within a fast-growing business area. Responsibilities include:Lead and coordinate a firm-wide approach to strategic client management and governance.Develop and implement institutional-grade client frameworks, including KPIs, action plans, and satisfaction tracking.Act as the trusted advisor and main escalation point for clients, representing their voice internally and ensuring their needs are effectively addressed.Drive client service excellence initiatives, fostering long-term, value-driven partnerships.Deliver strategic account planning, presenting annual growth plans and revenue expansion strategies to senior leadership.Manage commercial discussions, profitability reviews, and cross-selling opportunities across the client base.Support business development teams with new client acquisition and deal execution.Monitor market trends, competitor activity, and product developments to identify opportunities for innovation and enhanced client offerings.Manage third-party and intermediary relationships to enhance brand positioning and market reach.Collaborate closely with operations, product, and senior management teams to deliver seamless client solutions. Requirements include:Minimum of 10 years’ experience within the alternative funds sector, with exposure to private markets highly desirable.Strong understanding of alternative fund structures, domiciles, and relevant regulatory frameworks.Proven track record in cross-selling, account expansion, and relationship-driven revenue growth.Background in fund operations or middle-office environments advantageous.Exceptional communication, presentation, and stakeholder management skills, with strong attention to detail.Proficiency in data management, analytics, and client performance reporting.Commercially minded, curious, and proactive with the ability to implement and lead change initiatives.Strong organisational and time management skills, with the ability to manage multiple priorities.Professional, client-centric approach with strong interpersonal and problem-solving skills.Adaptable, solutions-focused, and confident in engaging with senior executives and boards.Fluent in English (both written and spoken). Apply with us today!

We are partnered with a leading interdealer broker specialising in innovative and bespoke financial instruments across credit, equity, fixed income, and commodities is seeking an experienced Structured Products Sales professional to join its expanding team. Responsibilities include:Drive client acquisition and business development among institutional and financial intermediary clients across EMEA and LATAM.Assess client investment objectives and design suitable structured investment and hedging strategies in collaboration with the structuring team.Market and distribute a wide range of derivatives and structured products, from standard “vanilla” to bespoke solutions tailored to client needs.Manage and strengthen client relationships to ensure excellent service delivery and long-term partnership growth.Work with multiple issuers to originate and distribute structured products across various asset classes.Identify cross-selling opportunities across related product lines to expand revenue and deepen client engagement.Collaborate with colleagues across European and Middle Eastern offices to ensure cohesive market coverage and an integrated client approach.Requirements:5–7 years of experience in a front-office sales or trading role within structured products or derivatives.Established and portable client network across EMEA and/or LATAM regions.Strong technical understanding of derivatives pricing, product structures, and macroeconomic dynamics.Proven track record of originating, structuring, and distributing structured products to institutional clients.Excellent interpersonal and communication skills with a collaborative, proactive, and commercial mindset.Results-driven, ambitious, and comfortable working under pressure in a fast-paced market environment.Willingness to travel frequently for client meetings and business development.Fluency in one or more foreign languages (Spanish, Portuguese, or French preferred).CFA or equivalent professional qualification advantageous. Apply by sending your CV to us today!

We are partnered with a global leader in fund administration and financial services is seeking a Business Development Director to drive growth across its European operations. Responsibilities include:Lead and execute the European business development and sales strategy for private equity and private credit services.Generate new business revenue by identifying and converting strategic opportunities across general partners, fund managers, and institutional investors.Build and maintain a robust sales pipeline, ensuring effective tracking, forecasting, and performance measurement.Manage the full sales cycle — from lead generation and client engagement through to proposal development, RFP coordination, and deal closure.Collaborate with managing directors, SMEs, and functional heads to ensure alignment with global objectives and operational excellence.Strengthen the firm’s brand and market position through active engagement with industry networks, conferences, and strategic marketing initiatives.Build and manage a network of intermediaries, advisors, and industry partners to support referral and lead-generation activity.Oversee reporting on sales activity, pipeline status, and revenue outcomes to senior management.Partner with marketing and communications teams to develop thought leadership, promotional content, and client-facing materials. Requirements:Bachelor’s degree in finance, business, or a related field; advanced qualifications (CPA, ACCA, CIMA, CFA) advantageous.10+ years’ experience in private markets, specifically within private equity and/or private credit sectors.5+ years’ senior leadership experience in business development, relationship management, or commercial growth roles.Strong understanding of fund structures, administration models, and the broader alternative investment ecosystem.Proven track record of consistent revenue generation and year-on-year growth.Excellent communication, negotiation, and presentation skills with the ability to engage at C-suite and board level.Strategic, data-driven mindset with the ability to manage multiple priorities in a fast-paced, global environment.Demonstrated leadership, initiative, and collaboration skills across cross-functional teams. Apply with us today!

We are working with a Swiss established bank, with a strong focus on digital assets/crypto, looking for Business Development Managers, with determination and a commitment to excellence that want to grow a book of business and be highly rewarded for it.  Responsibilities include:Develop and execute business strategy for the assigned client segment, including acquisition, management, and growth of the client base.Manage the full client lifecycle—from onboarding and compliance coordination to delivering an exceptional client experience.Build and maintain a targeted prospect list, prioritising opportunities in line with cross-border regulations.Promote and sell digital asset services, including custody, lending, trading, tokenization, and financial products.Prepare and deliver impactful sales pitches and presentations in English.Collaborate with internal teams to ensure efficient due diligence and onboarding processes.Drive cross-selling opportunities and influence product and service enhancements for clients.Continuously update market knowledge in finance, blockchain, and digital assets. Requirements:8–10 years’ experience in financial services sales, including 4–5 years in a fully regulated banking environment.Bachelor’s degree in Business, Finance, or Mathematics; CFA/CAIA preferred.Proven network within the target client segment.Strong negotiation, communication, and presentation skills in English and Arabic. If this role aligns with your skills and is something you would like to pursue, apply with us today!

We are working with a Swiss bank, with a strong focus on digital assets/crypto, looking for Business Development Managers, with determination and a commitment to excellence that want to grow a book of business and be highly rewarded for it.  Responsibilities include:Develop and execute business strategy for the assigned client segment, including acquisition, management, and growth of the client base.Manage the full client lifecycle—from onboarding and compliance coordination to delivering an exceptional client experience.Build and maintain a targeted prospect list, prioritising opportunities in line with cross-border regulations.Promote and sell digital asset services, including custody, lending, trading, tokenization, and financial products.Prepare and deliver impactful sales pitches and presentations in English.Collaborate with internal teams to ensure efficient due diligence and onboarding processes.Drive cross-selling opportunities and influence product and service enhancements for clients.Continuously update market knowledge in finance, blockchain, and digital assets. Requirements:8–10 years’ experience in financial services sales, including 4–5 years in a fully regulated banking environment.Bachelor’s degree in Business, Finance, or Mathematics; CFA/CAIA preferred.Proven network within the target client segment.Strong negotiation, communication, and presentation skills in English and Arabic. If this role aligns with your skills and is something you would like to pursue, apply with us today!

Senior Recruitment Administrator | Glasgow (Hybrid) 1-2 days per week in officeAre you highly organised, people-focused, and enjoy bringing order to a busy process? This is a great opportunity to join a growing recruitment team where you’ll have real variety in your day-to-day work and the flexibility to manage your own schedule.You’ll be supporting senior-level and experienced hire recruitment across multiple offices — helping to deliver a first-class candidate experience and smooth hiring process from start to finish.What’s in it for you:Get involved in everything from interview coordination and reporting to candidate engagement and sourcing.Play a key role in senior-level recruitment, where your organisation and communication make a real difference.Gain exposure to end-to-end recruitment processes and collaborate with experienced recruitment professionals.Join a friendly, fast-moving team that values initiative, teamwork, and attention to detail.What you’ll be doing:Providing administrative and project support for senior-level recruitment activity.Assisting with sourcing and outreach to potential candidates.Preparing and distributing interview packs and candidate briefing materials.Scheduling and coordinating interviews with hiring managers.Maintaining accurate candidate data in the HR system.Producing recruitment reports and analytics in Excel.Ensuring a professional and positive candidate experience throughout.Supporting wider recruitment and hiring initiatives as needed.What you’ll bring:Proven experience in a high-volume administrative, operational, or coordination role.Excellent organisational skills and the ability to juggle multiple priorities.Strong attention to detail and accuracy.Confident communication and interpersonal skills.Experience coordinating across teams and managing schedules or logistics.Comfortable working in a fast-paced, changing environment.Familiarity with recruitment tools, ATS platforms, or LinkedIn is a plus.📩 If you enjoy being at the heart of a busy process, keeping things moving, and working with people every day — this could be the role for you.

Senior Trust Manager Our client, an international trust business, are seeking a new Senior Trust Manager for their expanding client base. The Senior Trust Manager will be responsible for overseeing and administering a portfolio of complex trust and corporate structures for an international client base. This senior role requires a technically skilled and commercially minded professional who can combine regulatory expertise with strong relationship management. Reporting directly to the Managing Director, the successful candidate will play a key role in driving operational excellence and supporting the continued growth of the Zurich office. Key ResponsibilitiesManage and administer a portfolio of trusts and underlying companies, ensuring compliance with Swiss and international legal and regulatory requirements.Review financial statements and oversee financial reporting processes to maintain accuracy and governance standards.Ensure adherence to Anti-Money Laundering (AML) and other relevant compliance frameworks.Act as a trusted advisor to high-net-worth clients, building and maintaining long-term relationships.Identify and support new business opportunities, contributing to the strategic growth of the Zurich office.Collaborate with internal teams and external professionals to deliver tailored fiduciary and structuring solutions.Essential Skills & Experience Minimum of 5 years experience managing complex trust portfolios Experience in reviewing financial statements of trusts Strong proven knowledge of Swiss legal regulatory requirements for trustsStrong relationship management skillsFluency in English