Sales & Relationship Management

Expert Sales & Relationship Management Recruitment Solutions for the UK, Ireland, Germany, Luxembourg, Switzerland, and the US

​Broadgate’s Sales and Relationship Management team focus on placing world-class talent into leading firms across the UK, Ireland, the US, and the DACH and Benelux regions.

Our recruitment consultants specialise in sourcing qualified, culturally aligned candidates for organisations across banking, insurance, and investment. From interim sales directors and business development managers to C-suite appointments in global

financial institutions, we connect you with high-performing professionals who understand the nuances of complex, regulated markets.

Whether you’re searching for a new Sales and Relationship Management position or hoping to strengthen your talent pipeline with defensible talent, Broadgate’s bespoke recruitment services are fully equipped to support your unique needs.

Contact the team today to find out more about how we can support your Sales and Relationship Management requirements in both a permanent and contract capacity.

Roles we support include:

Portfolio Management

Relationship Management

Client Advisors

Business Development

Fund Sales

Fundraising

MEET THE TEAM

Ben Adams

Co-Founder and Managing Director

Elliott Snowball

Business Manager, DACH

Scarlett Worthington

Recruitment Consultant

Callum Dudrenec

Principal Consultant

Tyla Ritchie

Researcher

 

LATEST JOBS

Luxembourg
Portfolio Manager
Portfolio ManagerLocation: LuxembourgAbout the RoleWe are looking for a Portfolio Manager to join a dynamic investment team managing €700M+ AUM in Luxembourg. This role offers the opportunity to be hands-on in both trading and investment strategy, while actively contributing to the Investment Committee.Key ResponsibilitiesActively participate in the Investment Committee and contribute investment ideas and insightsScreen global markets for attractive investment opportunities and implement them into portfoliosExecute hands-on trading across bonds, securities, funds, and currenciesCollaborate with the team to monitor and optimize portfolio performanceExplore and leverage innovative tools, including AI, to enhance investment decisionsProfile4+ years’ experience in portfolio management, asset management, or bankingStrong market knowledge and proven investment expertiseComfortable contributing ideas and engaging in strategic discussions at committee levelCurious and open-minded, particularly regarding AI and technology-driven investment toolsSenior professionals or those transitioning from mid-level roles with solid potential are welcomeOffer & CultureManage a significant AUMDynamic, collaborative, and forward-thinking investment environmentOpportunity to shape portfolio strategy and explore innovative investment approaches
Anis SoomarooAnis Soomaroo
Luxembourg
Relationship Manager
Relationship Manager – Independent Asset ManagerLocation: LuxembourgAbout the FirmJoin a leading independent asset manager and multi-family office with deep Swiss roots and an expanding presence in Luxembourg. This is not a rigid corporate seat — it’s a platform built for seasoned Relationship Managers who want true autonomy backed by serious infrastructure and capital.The OpportunityYou’ll step into a high-trust, entrepreneurial environment where you own your client relationships and shape your desk your way — while leveraging the firm’s strong reputation and operational support.What You’ll DoBring and actively manage an existing portfolio of private clients Grow your book across key European marketsRun discretionary mandates and create bespoke investment strategiesBuild and scale your own desk with full operational backingCollaborate closely with established teams in Luxembourg and SwitzerlandWho You AreSenior-level, ~10 years’ experience in asset management, private banking, or multi-family officeProven track record bringing and retaining client portfoliosStrong European network and client exposureEntrepreneurial and independent — thrives without heavy structuresDeep investment knowledge across asset classesWhy Join?Competitive base with uncapped, formula-based bonusPartner-style autonomy within a stable, well-capitalised firmBuild something that’s yours, not just a seat to fill
Anis SoomarooAnis Soomaroo
London, Greater London, South East, England
Group Head of Corporate & Funds
We have partnered with a leading provider of private wealth, corporate and funds to both individuals and companies globally. They are looking to employ a Group Head of Corporate & Funds. Responsibilities include: Define and implement the global Corporate & Funds strategy in line with Group objectives.Develop and execute business plans to achieve financial and operational targets.Shape and evolve the commercial proposition in collaboration with marketing and business development teams.Represent the business externally, driving brand visibility through market engagement and thought leadership.Build and maintain relationships with key clients, intermediaries, and industry stakeholders.Ensure adherence to legal and regulatory requirements across all operating jurisdictions.Monitor and respond to changes in regulatory environments to maintain full compliance.Lead and mentor senior leaders and service line managers, fostering a high-performance and client-focused culture.Oversee service delivery to ensure excellence in client experience, efficiency, and operational standards.Promote continuous improvement, innovation, and professional development across teams.Own financial performance of the division, managing budgets and meeting business plan targets.Monitor key performance indicators to drive accountability and improvement.Identify cross-selling opportunities and contribute to targeted marketing and sales initiatives. Requirements: Minimum 15 years' experience in corporate services, fund administration, or financial services.Professional qualification at Level 7 or equivalent.Proven track record in senior leadership roles within the sector.Deep knowledge of regulatory and compliance frameworks.Strong commercial acumen and budget management experience.Exceptional leadership, interpersonal, and communication skills.Strategic mindset with the ability to translate vision into execution.Excellent problem-solving, planning, and organisational skills.Strong client relationship management capabilities. Apply with us today!
Elliott SnowballElliott Snowball