Relationship Manager, CM

Overview

In this Relationship Manager role, you will act as the single point of contact for a portfolio of clients within MUFG Pension & Market Services, delivering high-standard service while identifying sales opportunities. You will work closely with cross-functional teams to manage client needs, renewals, and governance-aligned service levels. The role combines relationship management with proactive business development and financial analysis to support growth. This is a hybrid role based in central London, offering opportunities to broaden your career within MUFG’s global pension and market services network.

Pay / Benefits

• 26 days annual leave
• wellbeing day
• volunteer day
• bank holidays
• option to buy up to 5 extra days
• Employee Assistance Programme

Responsibilities

• Grow revenue by analyzing client portfolios and promoting cross-sell and upsell opportunities within MUFG Pension & Market Services
• Develop and nurture relationships with clients and key third parties (lawyers, brokers, auditors)
• Proactively manage client relationships in the share plans space and renew client agreements
• Monitor service delivery against governance and service level agreements
• Engage clients in rolling out MUFG initiatives and contribute to process improvements
• Support Business Development and Marketing teams to drive switch business and client events
• Coach and provide support for Client Service Managers/Assistant Relationship Managers
• Adhere to regulatory requirements (AML and CDD)
• Represent the company at industry events and manage client billing and collections

Key requirements

• Demonstrable experience in the Share Plans industry; broader Financial Services/Employee Benefits experience advantageous
• Exceptional verbal and written communication, diplomatic and professional handling of inquiries and complaints
• Energy, resilience, customer focus, and strong commercial awareness to understand client needs
• Ability to prioritise workload, meet tight deadlines, and remain flexible
• Strong critical and commercial thinking to resolve complex problems
• Excellent Microsoft Office skills; Salesforce knowledge advantageous
• Good stakeholder management and ability to build strong relationships with internal and external stakeholders
• High attention to detail with thorough and accurate work approach
• Ability to perform client-focused and financial analysis to drive growth targets
• Professional, friendly demeanor with collaborative problem-solving skills
• Experience in client-facing roles and ability to think strategically to enable sales opportunities

• clear communication
• resilience
• customer-centric mindset
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint

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