UK Institutional Client Relationship Manager, Associate Director

London, United Kingdom
£60,000 - £90,000
Jul 10, 2017
Jul 13, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Proactively build relationships with the client and their advisors. Understand the client and its investment strategy
  • Running client review meetings and provide regular structured communication both formally and informally
  • Understand the ongoing needs of the client and defending "assets at risk" through ongoing dialogue and positioning other options where appropriate
  • Progressing business introduced by consultants via the Consultant Relations Team by taking ownership of the process from assignment
  • Overseeing new client take-ons, agreeing commercial terms and working closely with the client account manager
  • Demonstrating proactiveness in building in-depth knowledge of the full product set
  • Delivering against team sales and revenue targets by generating leads from existing clients
  • Working with Consultant Relations Team to deepen relationships with field consultants
  • Ensuring that all activities and business opportunities are accurately reflected on internal management systems
  • Contributing to product development by representing the needs and trends of the client base
  • Communicating plans and ongoing client issues with other UK Institutional Team members and sharing client engagement strategies

The Candidate:

  • Must have current relationship with UK Pension Funds
  • Must have worked for a well known Asset Manager
  • Strong communication and understanding of Investment strategies
  • Ideally degree educated and/or IMC and CFA qualified

If you believe you fit the criteria for this opportunity, please send your CV and we will be in contact.

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