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

Overview

As a Client Relationship Executive Manager, you support priority client accounts within Deloitte’s Clients & Markets function. You will act as the communications hub for the account, aligning internal teams and client stakeholders to drive strategic growth. You’ll translate client needs and market trends into actionable account plans and share insights to strengthen relationships. The role emphasizes collaboration, risk awareness, and delivering client-centric value across Banking and Capital Markets. This is a high-impact, relationship-driven opportunity in a global professional services firm.

Responsibilities

• Build and maintain trusted relationships with senior client stakeholders
• Collaborate with service line market-facing teams to shape account strategy and growth
• Identify and share insights and thought leadership with the account and clients
• Lead knowledge sharing and coaching within the account team, and support the LCSP
• Monitor client buying behaviour, perform financial oversight, and support annual business planning
• Manage risk and ensure compliance with contractual obligations
• Represent the voice of the client in all activities
• Promote engagement in CRM tools to generate actionable intelligence for accounts
• Present and communicate effectively with clients and internal teams

Key requirements

• Proven ability to build trusted relationships with senior stakeholders
• Strong stakeholder management and quick, proactive decision-making
• Experience in a client-facing role
• Excellent project management with a track record of meeting tight deadlines
• Experience in Financial Services, Banking and Capital Markets preferred
• High emotional intelligence and ability to adapt communication across levels
• Ability to analyze financial information and identify trends
• Understanding of risk and key QRM processes
• Experience working in remote teams
• Proficiency with Microsoft Office tools
• Desirable: Salesforce (Jupiter) CRM experience and procurement/contracting knowledge

• Relationship-centric mindset
• Stakeholder management
• Emotional intelligence
• CRM systems (Salesforce/Jupiter)
• Microsoft Office suite
• Financial reporting and data interpretation

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