Client Relationship Manager – Financial Institutions (12-Month FTC)


We are seeking an experienced Client Relationship Manager to join our Financial Institutions Sector Cluster on a 12-month fixed-term contract. This role will support the team during a period of absence and sickness and is well suited to someone who enjoys being hands-on, adaptable, and making an immediate impact.
You will join a collaborative Financial Institutions team of six, reporting to the Head of Sector Cluster – Financial Institutions, and will support 8–10 enterprise, diverse FI clients across a global network.


Key responsibilities
*Partner with relationship partners to deliver white-space analysis, opportunity spotting, and strategic account development across priority FI clients
*Contribute to and execute client strategies, plans, and deliverables, ensuring proactive and effective CRM and sales cycle support
*Drive cross-selling, new business introductions, and protection of existing relationships
*Identify and develop growth opportunities arising from market, sector, and regulatory developments
*Build and maintain strong personal relationships with key client stakeholders
*Lead and support client meetings, feedback programmes, and relationship reviews, ensuring actions are followed through
*Support fee negotiations, pricing discussions, panel submissions, and client proposals in collaboration with relationship partners and pricing teams
*Monitor financial performance and client exposure, escalating risks and opportunities where appropriate
*Use and champion CRM systems (e.g. Salesforce) to manage client activity, insights, and reporting
*Work closely with BDM colleagues and other business teams to ensure client teams have the right resources, insights, and support


Your experience
*Relevant client development experience within a law firm or professional services environment
*Strong experience working with Financial Institutions clients
*Candidates from law firms are ideal; Big 4 candidates with FI experience are also welcomed
*Proven ability to identify strategic opportunities and help win complex work
*Excellent relationship-building and stakeholder-management skills
*Strong commercial acumen, attention to detail, and communication skills
*Comfortable working with data, analytics, and reporting to inform decisions
*Experience with CRM tools and account planning methodologies




At Norfolk Capsey, we are committed to ensuring an inclusive and accessible recruitment process for all candidates. If you have any specific requirements or need reasonable adjustments at any stage of the recruitment journey, please let us know. Your needs are important to us, and we want to ensure an equitable experience for every candidate.


ABOUT NORFOLK CAPSEY
Norfolk Capsey is a professional services marketing & business development recruitment specialist. For over twenty five years we’ve been connecting talent with many leading professional services firms in the UK & internationally. Access our website for the latest vacancies and follow our LinkedIn page for vacancies & market updates.