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- Tasks: Manage client relationships, assist with investment portfolios, and support new business development.
- Company: Join Stonehage Fleming Investment Management, a leader in investment management for high-net-worth clients.
- Benefits: Enjoy opportunities for professional growth, flexible working arrangements, and a collaborative team culture.
- Why this job: Be part of a dynamic team, develop your investment knowledge, and make a real impact on clients' financial success.
- Qualifications: RDR level 4 qualified, degree holder, with experience in managing high-net-worth clients and investment analysis.
- Other info: Engage with various business areas and contribute to enhancing operational procedures.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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OVERALL PURPOSE
The individual will assist with the management of clients within Stonehage Fleming Investment Management. The role will comprise management of the existing client book, entailing portfolio reviews and trade implementation, periodic reporting and regular client contact and communication. The role will also entail supporting new business development and in due course, the expectation to manage a book of clients themselves.
OVERALL PURPOSE
The individual will assist with the management of clients within Stonehage Fleming Investment Management. The role will comprise management of the existing client book, entailing portfolio reviews and trade implementation, periodic reporting and regular client contact and communication. The role will also entail supporting new business development and in due course, the expectation to manage a book of clients themselves.
Principal Elements And Accountabilities
- Support the Director and Partner with the day to day management of the client book
- Help maintain existing client relationships
- Assist in preparing and presenting to prospective clients
- Assist in managing clients’ investment portfolios
- CRM system maintenance and review of restrictions, including the review of models
- Quarterly review of client investment restrictions
- Responding to client queries
- Timely, professional and accurate response to client queries and requests
- Ensure any necessary documentation is in place – recording details on CRM system
- Portfolio modelling and implementation of client’s investment strategy
- Accurate and timely portfolio modelling and order building – including constructing and implementing model changes across the wider client book
- Preparing and implementing investment recommendations
- Post trade monitoring, to ensure transactions have been implemented accurately
- Develop investment strategy for bespoke large and complex Advisory clients, and ensure sufficient knowledge of these bespoke strategies to provide holistic portfolio advice
- Responsible for communication and dispatch of periodic reporting to clients
- Organisation of client meetings, coordinating with the parties involved
- Prepare documents for client meetings
- Contribute in client meetings, leading client meetings on occasion, taking accurate and timely minutes of client calls and meetings
- Monthly and quarterly preparation and checking of client valuations and the distribution of client reports
- Investment analysis and research
- Strong interest in investments is essential with a mindset of continuous development of macro-economic and finance knowledge
- Contribute to and co-ordinate ad-hoc investment due diligence on investment opportunities for clients
- On occasion, be prepared to carry out independent research and provide critical thinking on unfamiliar topics and provide an objective and considered recommendation to clients
- KYC Maintenance
- Ensure semi-annual review takes place
- Ensure full set of up to date documentation is on the client file
- Aspire to taking on responsibility for a portion of the client book
- You are working towards inheriting a book of clients
- Promote and develop robust Operating Procedures across the business
- You are responsible for adhering to the operating procedures of the business as written and of providing enhancements and changes to the procedures as and when identified. It is essential that any such changes are properly documented immediately.
- Supplementary
- You are encouraged to engage with other parts of the business as much as possible, developing strong working relationships
- Assist in the preparation and implementation of any new systems, working to ensure that all Client Relationship requirements of the new system are met
Qualifications And Experience
- The candidate holds an appropriate qualification to advise UK retail clients on securities and derivatives, and holds a valid statement of professional standing (SPS)
- CFA Charterholder (advantageous) or part completion thereof
- Degree qualification or equivalent
- Sound knowledge of financial markets and asset classes
- Experience in assisting in the management of a book of UHNW / HNW clients
- Experience in researching and analysing investments
Competencies, Skills And Behaviours
- Strong organisational and MS Office (particularly Excel & PowerPoint) skills are essential
- Proficiency with Bloomberg
- High attention to detail and accuracy
- Good analytical and critical thinking skills
- Ability to use initiative and work independently
- Excellent communication skills, written and spoken
- Comfortable and willing to take on increasing levels of responsibility
Seniority level
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Seniority level
Entry level
Employment type
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Employment type
Full-time
Job function
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Job function
Sales and Business Development
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Contact Detail:
Stonehage Fleming Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager
✨Tip Number 1
Familiarise yourself with the latest trends in investment management and client relationship strategies. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the investment management field, especially those who work as Client Relationship Managers. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your ability to handle queries and provide tailored investment advice, as this is crucial for the role.
✨Tip Number 4
Showcase your analytical skills by being ready to discuss recent investment analyses or research you've conducted. This will illustrate your capability to contribute to investment strategies and client portfolios effectively.
We think you need these skills to ace Client Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client relationship management, investment portfolio handling, and any qualifications like RDR level 4 or CFA. Use specific examples that demonstrate your skills in managing high-net-worth clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your background aligns with the responsibilities outlined in the job description, particularly your experience in investment analysis and client communication.
Showcase Your Analytical Skills: Since the role requires strong analytical abilities, include examples of how you've successfully conducted investment research or analysis in previous roles. Highlight any tools or methodologies you used to achieve results.
Prepare for Potential Questions: Anticipate questions related to client management and investment strategies during the interview process. Be ready to discuss your approach to maintaining client relationships and how you would handle complex investment scenarios.
How to prepare for a job interview at Stonehage Fleming
✨Know Your Clients
Familiarise yourself with the types of clients Stonehage Fleming typically manages, especially UHNW and HNW clients. Be prepared to discuss how you would maintain and develop these relationships, showcasing your understanding of their unique needs.
✨Demonstrate Financial Acumen
Brush up on your knowledge of financial markets and asset classes. Be ready to discuss recent market trends and how they might impact investment strategies, as this will show your commitment to continuous learning and development in the field.
✨Showcase Your Communication Skills
Since communication is key in this role, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated complex information to clients or colleagues in the past.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client queries. Think of specific instances where you've successfully navigated challenges in client management or investment strategy implementation.
