Account Manager

Job description

Role Title: Account Manager, Private Client

Location: Hammersmith / Hybrid

Reporting to: Head of Customer Success

Company: Scaling global Fintech group (privately owned, debt-free, strong balance sheet)

The Opportunity

We are a high-growth, global Fintech group with ambitious plans to 3–4x the size of the business over the coming years. As we scale our International Payments division and deepen our client relationships, we are hiring an Account Manager to join our Private Client Trading desk.

This is a high-impact, client-facing position designed for a commercially sharp FX professional with a proven track record in delivering expert dealing services to private clients. You will act as a primary point of contact for new and existing private clients, combining deep market knowledge with a genuine talent for building long-term relationships.

The role sits at the intersection of trading, client service, compliance and commercial performance, and will play a key role in driving revenue growth and client retention across the Group.

Key Responsibilities

Client Service & Relationship Management

• Deliver an expert dealing service to private clients via phone and digital channels, acting as their primary point of contact.
• Build and maintain strong client relationships that drive retention, advocacy and long-term revenue.
• Manage client queries, concerns and complaints professionally and in accordance with company guidelines.
• Identify opportunities to upsell and cross-sell products and services to maximise client value and trading income.

Trading Performance & Revenue Generation

• Consistently achieve personal and team revenue targets and KPIs in a fast-paced, multichannel trading environment.
• Seek opportunities for additional income through repeat transactions, client referrals, partner referrals and third-party income streams.
• Stay current on FX market developments, competitor activity and macroeconomic trends to deliver informed, timely advice to clients.
• Act as an ambassador for the business, embodying its values in every client interaction.

Compliance & Risk Management

• Ensure full adherence to company procedures, with particular focus on KYC and AML requirements at all times.
• Maintain accurate and complete CRM records, including all client contact, follow-up calls and inbound and outbound correspondence.
• Identify and report any suspicious transactions in line with Anti-Money Laundering procedures and regulatory obligations.
• Uphold the highest standards of professionalism, ensuring relevant legislation and regulatory obligations are met across all activities.

Leadership & Team Contribution

• Provide clear direction and support to junior team members, contributing to a high-performance trading culture.
• Set clear objectives for yourself and those around you; plan effectively and monitor performance against deadlines and milestones.
• Take initiative and make quick, clear decisions — including tough calls and considered risks — in a fast-moving market environment.
• Foster strong working relationships across Sales, Compliance, Operations and Product teams to ensure a seamless client experience.

Candidate Profile

Background & Experience

• Proven experience in foreign exchange markets, with a strong understanding of FX products, pricing and market dynamics.
• Demonstrable track record of hitting revenue targets in a private client or institutional trading environment.
• Experience working in a regulated, multichannel environment with working knowledge of KYC, AML and relevant FCA/regulatory obligations.
• Experience in fast-growth, scaling businesses or high-performance trading environments is highly desirable.

Education

• Strong academic background; 2:1 or above from a top-50 university is desirable.
• Degree in Finance, Economics, Business or a related discipline preferred.

Skills & Attributes

• Strong commercial instincts with excellent influencing, negotiating and decision-making skills.
• A natural relationship-builder — personable, credible and able to foster trust with both clients and colleagues.
• Target-driven and resilient; calm and confident under pressure with a proactive, tenacious approach to hitting goals.
• Excellent written and verbal communication skills; able to explain complex market dynamics clearly to non-specialist clients.
• Highly organised with strong attention to detail and a systematic approach to managing client records and workflows.
• Adaptable and entrepreneurial — identifies new business opportunities and takes ownership of outcomes.

Why Join Us?

• Work with a high-calibre private client book and have genuine influence over how it grows.
• Join a financially strong, privately owned business with no debt, long-term ambition and a clear growth trajectory.
• Significant scope for career progression into senior and leadership positions as the Group continues to scale.
• Play a key role in our international expansion as we enter new markets and grow our global client base.
• A role that combines trading expertise, client impact and real commercial ownership.
• Hybrid working - 3/2 split office/home

This role is ideal for a high-performing FX professional looking to step into a more relationship management, commercially rewarding position within a fast-growing global Fintech.

Extra information

Status

Open

Education Level

Secondary School

Location

Hammersmith

Type of Contract

Full-time jobs

Published at

11-06-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English