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- Tasks: Manage key institutional client relationships and ensure a top-notch client experience.
- Company: Join a fast-growing investment management firm making waves in the industry.
- Benefits: Enjoy competitive perks, career development opportunities, and a dynamic work environment.
- Why this job: Be part of a client-centric culture that values strong relationships and personal growth.
- Qualifications: 7+ years in client relationship management with a deep understanding of investment markets.
- Other info: This is a new role due to business expansion, offering exciting growth potential.
The predicted salary is between 43200 - 72000 £ per year.
A fast-growing investment management firm is looking for a Relationship Manager to join their Client Group. This is a new role due to business expansion. The Relationship Manager will be responsible for the firm’s key strategic institutional client relationships across global regions. Reporting into the Head of Client Group, you will be accountable for:
- Promote a client-centric ethos, agenda and culture firmwide 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.
Minimum Requirements:
- At least 7 years’ experience in a client 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.
Relationship Manager, Institutional employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager, Institutional
✨Tip Number 1
Network with professionals in the investment management industry, especially those who have experience in client relationship management. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in client servicing.
✨Tip Number 2
Research the firm thoroughly to understand their client base and investment strategies. This knowledge will help you tailor your conversations and demonstrate your genuine interest in their operations during interviews.
✨Tip Number 3
Prepare 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, as this aligns with the firm's client-centric ethos.
✨Tip Number 4
Stay updated on global investment market trends and regulations. Being well-informed will not only boost your confidence but also enable you to engage in meaningful discussions with potential clients and showcase your expertise.
We think you need these skills to ace Relationship Manager, Institutional
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Relationship Manager in an investment management firm. Tailor your application to highlight relevant experience and skills that align with the job description.
Highlight Relevant Experience: Emphasise your 7+ years of experience in client relationship management, particularly within multi-asset asset management. Use specific examples to demonstrate your success in managing sophisticated client relationships and achieving retention targets.
Showcase Communication Skills: Since strong communication and presentation skills are crucial for this role, include examples of how you've effectively communicated with clients or led presentations. This will help illustrate your capability to build and maintain relationships.
Personalise Your Application: Make your application stand out by personalising it. Address the specific needs of the firm and mention how your background and expertise can contribute to their client-centric ethos and business strategy.
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 prioritised client needs in your previous roles. Highlight instances where you went above and beyond to ensure client satisfaction.
✨Demonstrate Your Relationship-Building Skills
The firm is looking for someone who can build strong relationships with both existing and new clients. Prepare to share stories that illustrate your ability to establish rapport and trust, especially with Tier 1 clients.
✨Know Your Investment Products
Familiarise yourself with the firm's investment capabilities and strategies. Be ready to discuss how your deep knowledge of investment markets and products can benefit their clients and contribute to the firm's goals.
✨Prepare for Portfolio Review Discussions
As the role involves participating in regular portfolio reviews, think about how you would approach these discussions. Be ready to explain how you would analyse client portfolios and identify opportunities for diversification and retention.
