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Institutional Client Manager

Posted 6 hours 38 minutes ago by Mason Blake

Permanent
Not Specified
Sales & Marketing Jobs
London, United Kingdom
Job Description

Our client is a top tier investment management house looking to recruit a Client Manager to provide an excellent service to some of their biggest and most complex clients.

The Client Manager will take responsibility for the following duties:

  • Develop and maintain strong relationships with a portfolio of institutional clients and act as the first point of contact in the Client Director's absence.
  • Understand a client's decision-making process and long-term objectives, providing high-level technical support, answering queries, and identifying opportunities and threats.
  • Identify leads and sales opportunities with the aim to maximize revenue.
  • Review and sign off draft instructions for peers.
  • Display technical knowledge in areas such as the company's products, brand, services, and competitors.
  • Develop knowledge of the current investment market, economic issues, and views to discuss solutions with clients and consultants.
  • Devise meeting packs for client meetings and new business pitches.
  • Manage the production of legal documentation, reports, and client-specific data relevant to the client investment strategy.
  • Utilize expertise from around the business to manage and resolve ad-hoc queries, data requests, and client changes in line with client expectations.

The Client Manager will meet the following skillset:

  • IMC Certified as well as a degree (preferably 2:1) or equivalent is desired.
  • Experience in Investment Management including client services, sales support, and knowledge of current investment market and economic issues.
  • Ability to build strong relationships with external clients/contacts across all levels.
  • Institutional client experience and detailed Institutional Investment product knowledge (LDI, Cashflow matching, Credit, Real Assets, and Index funds).
  • Experience with workflow management and strong overall Investment knowledge including an understanding of the different investment vehicle options.
  • Highly organized, proactive, and able to work on own initiative.
  • Highly team-oriented and possess a good level of 'gravitas' and resilience.

The company offers excellent benefits including a competitive bonus structure.

If you believe your experience meets the criteria, please apply with a copy of your CV.

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