At a Glance
- Tasks: Lead and manage key institutional client relationships globally.
- Company: Join a prestigious investment management firm experiencing exciting growth.
- Benefits: Enjoy competitive salary, career development opportunities, and a collaborative culture.
- Why this job: Be part of a dynamic team focused on client success and relationship building.
- Qualifications: 7+ years in global client servicing with strong communication skills required.
- Other info: Opportunity to work with Tier 1 clients and enhance your professional network.
The predicted salary is between 72000 - 108000 £ per year.
Job Description
A prestigious investment management firm is looking for a Client Director to join their Client Group. This is a new role due to growth in the business.
The Client Director manages the firm’s key strategic institutional client relationships across global regions. Reporting into the Head of Client Group, you will be responsible for:
- Promote a client-centric ethos, agenda and culture firm wide and lead by example on relationship management best practice, client-centricity and collegiate behaviour.
- Build strong relationships with existing clients to maximise retention as well as establishing personalised relationships with new clients ensuring a consistent client experience.
- Deliver diversification and retention targets set out in the business strategy.
- Personalise relationships with Tier 1 clients and implement solutions to deepen them, identifying opportunities to cross sell.
- Actively participate in regular portfolio reviews with clients and/or consultants.
- Represent the breadth of investment capabilities and strategies offered by ensuring sustained knowledge of the product range, structures, systems, regulations and compliance elements.
- Support on-the-job training and career development of client servicing team members.
Candidate profile:
- At least 7 years’ experience in a global client servicing or relationship management position within a multi-asset asset manager.
- International exposure to segregated clients gained on a multi-cultural basis.
- Proven track record in leading sophisticated client relationships with strong communication and presentation skills.
- Deep knowledge of investment markets and products, with asset class expertise.
- Client focused with the determination to exceed expectations.
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Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client Director
✨Tip Number 1
Network with professionals in the investment management industry, especially those who have experience in client servicing or relationship management. Attend industry events or webinars to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Research the firm thoroughly, including its investment strategies, recent news, and client success stories. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 3
Prepare to discuss specific examples from your past experiences that showcase your ability to manage complex client relationships and exceed expectations. Tailor these examples to highlight your international exposure and understanding of diverse client needs.
✨Tip Number 4
Familiarise yourself with the latest trends and regulations in the investment management sector. Being well-versed in current market conditions and compliance issues will position you as a knowledgeable candidate who can contribute to the firm's success.
We think you need these skills to ace Institutional Client Director
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of the Institutional Client Director position. Tailor your application to highlight relevant experience in client servicing and relationship management.
Highlight Relevant Experience: In your CV and cover letter, emphasise your 7+ years of experience in global client servicing or relationship management. Provide specific examples of how you've successfully managed sophisticated client relationships and exceeded expectations.
Showcase Communication Skills: Since strong communication and presentation skills are crucial for this role, include examples of successful presentations or client interactions in your application. This will demonstrate your ability to build and maintain relationships.
Personalise Your Application: Make your application stand out by personalising it. Address the hiring manager by name if possible, and express your enthusiasm for the firm and the role. Mention how your values align with their client-centric ethos.
How to prepare for a job interview at Mason Blake
✨Showcase Your Client-Centric Approach
Since the role emphasises a client-centric ethos, be prepared to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your ability to personalise interactions and exceed client expectations.
✨Demonstrate Your Knowledge of Investment Markets
Make sure you have a solid understanding of the investment products and strategies relevant to the firm. Be ready to discuss market trends and how they impact client portfolios, showcasing your expertise in various asset classes.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle complex client situations. Prepare scenarios where you've had to navigate challenges or conflicts with clients, focusing on your resolution strategies.
✨Emphasise Team Leadership and Development
As the role involves supporting the development of the client servicing team, be ready to discuss your experience in mentoring or training others. Share examples of how you've fostered a collaborative environment and contributed to team success.