Client Relationship Manager

Leverton Search
London, United Kingdom
£50,000 - £70,000
Jul 20, 2018
Jul 28, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

The ideal candidate will fulfil the following requirements:

You will:
• Be able to confidently work with Client Directors to deliver the most outstanding levels of service
• Have extensive knowledge of investment strategies, ideally through working with Middle Eastern or Asian clients
• Be a source of support to Sales Directors and deliver a memorable sales experience to clients
• Continually promote the client in the institutional market place

• Create meaningful relationships with clients
• Create detailed client plans in line with their service level using in depth knowledge of the client's investment strategy
• Over time move the client relationship to a ‘trusted advisor' in order to sustain longevity
• Ensure that the client's needs are met at all times
• Assist in the preparation and accuracy of material and business presentations
• Keep up to date with competitor activities and relevant industry trends, research and give feedback where necessary
• Work closely with the Transitions team to assist in the client take on process
• Assist in reviewing client profitability and client risk, putting in profitability/ retention strategies if needed
• Be a part of the RFP process and be responsible for ensuring the final RFP is tailored to meet the needs of the client
• Assist in responding to sales enquiries, and ensure all sales progress and targets are recorded in Salesforce (CRM)

You will have:
• 5 years relatable experience
• LDI experience is essential
• Degree educated
• Must have IMC
• CFA (advantageous)
• IT knowledge: Salesforce, Excel, Evestment
• Presentation skills

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