At a Glance
- Tasks: Engage with distributors, manage client onboarding, and support distribution efforts.
- Company: Join PGIM, a leading global asset manager focused on impactful financial services.
- Benefits: Enjoy private medical insurance, generous annual leave, and a solid retirement savings plan.
- Why this job: Be part of a dynamic team shaping the future of finance while growing your skills.
- Qualifications: Experience in financial services, strong project management, and excellent communication skills required.
- Other info: Hybrid working model available; all applicants are encouraged to apply regardless of meeting every requirement.
The predicted salary is between 43200 - 72000 £ per year.
As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers! If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.
What you will do:
- Support the VP for Distributor Relations and Service in the proactive engagement with key distributors to both attract them to PGIM as a fund provider and ensure that once live, PGIM is a priority and strong relationship develops.
- Support the distribution effort and enhance the client experience with respect to RFP support, account opening and client onboarding, trade related events, and query management.
- Manage processes to onboard and service client assets and help execute against shareholder servicing requirements.
- Maintain CRM and agreements databases and be able to report on distribution footprint and requirements.
- Support in the management of distribution agreements with operations, legal and distribution.
- Responsible for management level reporting of distribution and client activities. Assist with regular fund reporting as well as ad-hoc requests.
- Support the VP for Distributor Relations and Service in the stakeholder management with sales teams to facilitate effective communication of client intelligence between sales teams and the rest of the business.
- Assist with project plans to help build distribution infrastructure.
- Ad hoc projects as needed to help management and distribution teams execute against business plan(s).
- Production and dissemination of reporting – daily, weekly and monthly reports.
- Maintain teams procedures and manage the annual update.
- Work efficiently and effectively, streamline processes where possible.
What you will bring:
- Financial services experience, preferably within a Client Service/Sales Support capacity.
- Understanding of Intermediary distribution, including knowledge of key firms.
- Understanding of Transfer Agency in Private and/or Public Asset classes.
- Understanding of fund types UCITS, QIF’s and Alternatives.
- Strong project management capabilities.
- High energy, enthusiastic, high quality interpersonal skills, especially influencing and communication skills.
- Ability to multitask, work collaboratively in team environment as well as independently as a self-starter at times.
- Excellent attention to process and detail.
What will set you apart?
- Working knowledge of Salesforce is preferable.
- Additional language skills would be an advantage.
PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
What we offer you:
- Private Medical Insurance: PGIM offers private medical insurance and pays the full premium on behalf of all employees.
- Annual Leave of 25 to 28 days, based on years of service, at full pay.
- Retirement Savings Plan: Employees receive a company contribution of 10% basic annual salary and a maximum employer-matching contribution of 5% of basic annual salary.
- Life Assurance & Income Protection: Life Assurance for 8 times your basic annual salary, up to a max benefit of £1.8 million. 75% of your basic annual salary for a limited payment terms of 5 years, at the end of which a capital sum of 2x your basic annual salary is payable.
Manager, Distributor Relations and Client Service employer: Prudential Financial
Contact Detail:
Prudential Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Manager, Distributor Relations and Client Service
✨Tip Number 1
Familiarise yourself with PGIM's current market position and their recent initiatives in the EMEA region. Understanding their strategic goals will help you tailor your conversations and demonstrate your genuine interest in contributing to their growth.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those who have experience in distributor relations or client service roles. Engaging with these individuals can provide valuable insights and potentially lead to referrals within PGIM.
✨Tip Number 3
Brush up on your knowledge of UCITS, QIFs, and alternative funds, as well as the intricacies of intermediary distribution. Being well-versed in these areas will not only boost your confidence but also showcase your expertise during discussions.
✨Tip Number 4
Prepare to discuss your project management skills and how you've successfully managed client relationships in the past. Highlighting specific examples will illustrate your ability to handle the responsibilities outlined in the job description.
We think you need these skills to ace Manager, Distributor Relations and Client Service
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in client service or sales support. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of intermediary distribution and your enthusiasm for the role. Mention specific experiences that align with the responsibilities outlined in the job description.
Highlight Project Management Skills: Since strong project management capabilities are essential for this role, provide examples of past projects where you successfully managed multiple tasks and collaborated with teams to achieve goals.
Showcase Communication Skills: Emphasise your interpersonal and communication skills in your application. Provide examples of how you've influenced stakeholders or improved client relationships in previous roles.
How to prepare for a job interview at Prudential Financial
✨Understand the Role and Company
Before the interview, make sure you thoroughly understand the responsibilities of the Manager, Distributor Relations and Client Service role. Research PGIM's values, their approach to asset management, and recent developments in the financial services industry to show your genuine interest.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to manage relationships with distributors. Prepare examples from your past experiences where you successfully navigated challenges or improved client service, particularly in a financial services context.
✨Showcase Your Project Management Skills
Given the emphasis on project management in the job description, be ready to discuss your experience in managing projects. Highlight specific instances where you led initiatives, streamlined processes, or contributed to team success, demonstrating your organisational skills.
✨Demonstrate Strong Communication Skills
As this role requires effective communication with various stakeholders, practice articulating your thoughts clearly and confidently. Be prepared to discuss how you've influenced others and facilitated communication between teams in previous roles.