At a Glance
- Tasks: Lead client relationships and deliver tailored investment solutions for institutional clients.
- Company: Join a leading investment management firm with a global presence and ambitious growth plans.
- Benefits: Enjoy competitive salary, career growth opportunities, and a collaborative work culture.
- Why this job: Be part of a dynamic team driving strategic initiatives in the wealth management market.
- Qualifications: Experience in multi-asset investment and proven client relationship management skills required.
- Other info: This role is pivotal for the firm's success in 2025 and beyond.
The predicted salary is between 72000 - 108000 £ per year.
IGA Talent Solutions are partnered with a very large investment management business, with a significant presence in the global institutional market. Our client provides a broad range of investment management services to their clients, which include insurance companies, sovereign wealth funds, endowments and more, across a range of countries. 2025 is also seeing a strategic push into the wealth management market.
Services offered include portfolio management, trading, transitions management, risk management & hedging. We are looking for an experienced, director - senior director (sub-MD) level professional with multi-asset investment knowledge, and a successful track record of strategic client relationship management. You'll have a history of growing revenue lines inside your client base and cross selling services, joining up with other teams and collaborating effectively.
In the role you'll focus on asset-side solutions and be responsible for an active portfolio of clients that represent a significant amount of annual revenue. This role may appeal to a senior client relationship manager, or client director, with experience of providing joined up, advisory style investment solutions in the institutional marketplace. Equally, you may work for an investment consulting firm and be motivated to move away from liability work and into a wider, future-proof client base.
The firm are growing, successful and very ambitious, with this role crucial to their success in 2025. If you'd like to find out more, please reply to the advert or send a note to jcraven@igatalent.com.
Client Director - Institutional Investment employer: IGA Talent Solutions
Contact Detail:
IGA Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Director - Institutional Investment
✨Tip Number 1
Network with professionals in the investment management sector, especially those who have experience with institutional clients. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in multi-asset investment.
✨Tip Number 2
Research the specific investment management services offered by our client, focusing on their approach to portfolio management and risk management. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of their business.
✨Tip Number 3
Prepare examples from your past experiences that showcase your success in strategic client relationship management and revenue growth. Be ready to discuss how you've effectively collaborated with teams to deliver comprehensive investment solutions.
✨Tip Number 4
Stay updated on the latest developments in the wealth management market, as this role involves a strategic push into that area. Understanding current market dynamics will position you as a knowledgeable candidate who can contribute to the firm's ambitions for 2025.
We think you need these skills to ace Client Director - Institutional Investment
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Client Director position. Familiarise yourself with the investment management services mentioned in the job description, such as portfolio management and risk management.
Tailor Your CV: Highlight your relevant experience in multi-asset investment and client relationship management. Use specific examples that demonstrate your success in growing revenue lines and cross-selling services to clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your strategic thinking and ability to collaborate effectively with teams. Mention your motivation for moving into a wider client base and how your background aligns with the firm's ambitions for 2025.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which are crucial in the investment management industry.
How to prepare for a job interview at IGA Talent Solutions
✨Understand the Company and Its Services
Before your interview, make sure you have a solid grasp of the investment management services offered by the company. Familiarise yourself with their portfolio management, trading, and risk management strategies, as well as their recent push into wealth management. This knowledge will help you demonstrate your genuine interest in the role.
✨Showcase Your Client Relationship Skills
As a Client Director, your ability to manage and grow client relationships is crucial. Prepare examples from your past experiences where you've successfully developed strategic relationships, increased revenue, or cross-sold services. Highlight how your approach aligns with the company's goals.
✨Demonstrate Multi-Asset Investment Knowledge
Given the emphasis on multi-asset investment knowledge for this role, be ready to discuss your experience in this area. Prepare to talk about specific strategies you've employed and how they benefited your clients. This will show that you are well-equipped to handle the responsibilities of the position.
✨Prepare Questions About Future Growth
Since the company is ambitious and focused on growth, prepare insightful questions about their future plans, especially regarding their expansion into wealth management. This not only shows your interest in the company's direction but also allows you to assess how you can contribute to their success.