Manager, Client Relationship Executive, Financial Services - Banking and Capital Markets, Clients and Markets

Connect to your Industry

Deloitte’s Clients & Markets function is a 300-strong enabling team of varied disciplines, with a common purpose of enhancing our reputation, relationships and revenue in the market.

Our Client Relationship Programme comprises a number of ways in which we provide best in class account support for our priority clients. The Client Relationship Executive (CRE) plays a pivotal role, working alongside our Lead Client Service Partner (LCSP) to bring the best of Deloitte to our clients.

Our CREs are aligned to the firm’s priority accounts which are often sophisticated and complex in their nature, industry leading or well-known brand names, with a footprint in the UK or globally. CREs develop strength and depth in relationships, internally and externally, to leverage opportunities for growth.

We are excited to offer an opportunity within our Financial Services team to work with some of our key Banking and Capital Markets clients. This role is open to candidates looking for an exciting, challenging, commercial, autonomous, relationship-focused, and client-centric role.

Connect to your career at Deloitte

Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.

What brings us all together at Deloitte? It’s how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most.

Connect to your opportunity

As a Client Relationship Executive Manager, you will play a central and important role within the account team, acting as the focal point for communications and activity. These are relationship focused roles not sales and project delivery roles. Your responsibilities will include but not limited to:

• Leveraging stakeholder relationships to drive action and ensure seamless communication across the account. Our CREs are expected to build relationships both with the internal account team as well as with the client stakeholders.
• Collaborating with the service line market-facing account teams to develop and execute strategic ambitions, understanding client needs, industry trends, and Deloitte's full suite of offerings in order to develop the account strategy and help with account strategic growth
• Identifying and sharing valuable insights, thought leadership, and points of view with the account team and key client stakeholders to nurture and develop relationships and bring the best of Deloitte to our clients.
• Leading knowledge sharing, coaching the account team on client challenges and trends, and bringing the account team together to best serve our clients. Helping the LCSP lead the account team.
• Reviewing and sharing information on client buying behaviours and the competitor landscape, maintaining financial oversight and reporting, supporting annual business planning, and building knowledge of alternative pricing and delivery models.
• Appropriately monitoring the risk profile of the account(s), managing and escalating risk matters appropriately and ensuring compliance with contractual obligations.
• Sharing leading practices, enhancing the CRE community, and contributing to industry and sector development by sharing client insights. Truly represent the 'voice of the client' in all that we do.

Connect to your skills and professional experience

We are looking for candidates that are experienced in relationship/account management roles with a passion for client excellence and a curiosity for their clients’ business.

Essential skills and experience

• Proven ability to build trusted peer relationships with senior stakeholders.
• Confident in working with senior teams and collaborating effectively with busy professionals to deliver results, with excellent stakeholder management skills and the ability to make proactive decisions quickly.
• Demonstrable experience in a client-facing role is key.
• Excellent project management skills with a strong track record of executing initiatives to tight deadlines.
• Experience working within or a strong understanding of the Financial Services industry, ideally within Banking and Capital Markets.
• Strong emotional intelligence, with demonstrable success in building rapport and credibility across all levels of seniority, adapting your style to create maximum impact.
• Confident with financial reporting, able to identify the 'story behind the numbers' to spot trends, themes, and recommend courses of action.
• Understanding of and ability to monitor risk effectively. Understanding of the key QRM processes.
• Experience working effectively within remote teams.
• Experience using and promoting engagement in CRM systems to generate powerful, actionable intelligence for accounts.
• A confident and engaging presenter.
• Proficient with Microsoft Office tools.

Desirable Skills & Experience

• Experience in a client serving role that has allowed developing an understanding and knowledge of client take on procedures/processes, account financial management.
• Knowledge or experience of procurement, pricing and contracting.
• Facilitation experience.
• Experience of using Salesforce (Jupiter) as a CRM tool.
• Professional services experience or knowledge of how a partnership structure operates.

Connect to your business - Enabling Functions

Collaboration is central to everything we do at Deloitte. From IT to HR, marketing and more, our teams help to support the wider business in everything they do. Bringing your individual skills and specialist knowledge, you can make a far-reaching impact. Come join us.

Clients and Markets

We bring together capabilities and best practices from around the globe to deliver relationship development activities, marketing and corporate affairs, whilst our operations team is focused on ensuring we’re constantly improving what we do.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request.

Connect with your colleagues

"The support that Deloitte offers is great, and the work is always interesting and motivating.” - Jim, Enabling Functions

"Deloitte’s a large, complex and fast-paced organization but it’s open to new ideas. Everyone is encouraged to show initiative and challenge the norm.” - Lisa, Enabling Functions

Our hybrid working policy

You’ll be based in London with hybrid working.

At Deloitte we understand the importance of balancing your career alongside your home life. That’s why we’ll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you’ll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You’ll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role.

For a full job description, please visit our online Deloitte Careers portal.