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- Tasks: Manage relationships with institutional clients and provide top-notch support.
- Company: Join a leading investment management firm known for its excellence.
- Benefits: Enjoy competitive bonuses and a supportive work environment.
- Why this job: Be part of a dynamic team making impactful decisions in the investment world.
- Qualifications: IMC Certified with a degree; experience in investment management is a plus.
- Other info: Ideal for proactive individuals who thrive in a team-oriented setting.
The predicted salary is between 43200 - 72000 £ per year.
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.
Institutional Client Manager employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client Manager
✨Tip Number 1
Network with professionals in the investment management sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can give you insights into the company culture and expectations.
✨Tip Number 2
Stay updated on current market trends and economic issues relevant to institutional investments. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the industry.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your ability to identify opportunities and resolve issues, as this is crucial for the Client Manager role.
✨Tip Number 4
Familiarise yourself with the company's products and services, as well as their competitors. Being able to articulate how you can add value to their clients based on this knowledge will set you apart from other candidates.
We think you need these skills to ace Institutional Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and client services. Emphasise your IMC certification and any specific institutional client experience you have.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the investment market and your ability to build strong relationships with clients. Mention specific examples of how you've successfully managed client relationships in the past.
Highlight Technical Knowledge: In your application, demonstrate your technical knowledge of investment products and market trends. This could include mentioning your familiarity with LDI, Cashflow matching, and other relevant investment vehicles.
Showcase Your Organisational Skills: Provide examples in your application that illustrate your organisational skills and ability to manage multiple tasks effectively. Highlight any experience you have with workflow management or producing client-specific documentation.
How to prepare for a job interview at Mason Blake
✨Know Your Clients
Before the interview, research the company's key institutional clients and their specific needs. Understanding their decision-making processes and long-term objectives will help you demonstrate your ability to build strong relationships.
✨Showcase Your Technical Knowledge
Be prepared to discuss the company's products, services, and competitors in detail. Highlight your understanding of investment management concepts such as LDI, cashflow matching, and real assets to show that you can provide high-level technical support.
✨Demonstrate Proactivity
Share examples from your past experiences where you identified leads or sales opportunities. This will illustrate your proactive approach and ability to maximise revenue, which is crucial for the Client Manager role.
✨Prepare Meeting Packs
Discuss how you would devise meeting packs for client meetings and new business pitches. This shows your organisational skills and readiness to manage client expectations effectively.
