At a Glance
- Tasks: Support sales and manage client relationships in investment management.
- Company: Join a diverse and inclusive global team at Manulife Investment Management.
- Benefits: Flexible work environment, career growth opportunities, and a focus on well-being.
- Other info: Be part of a team that values diversity and continuous improvement.
- Why this job: Make an impact in investment management while developing your skills.
- Qualifications: 5+ years in client management roles and strong knowledge of public/private markets.
The predicted salary is between 60000 - 80000 £ per year.
Investment Management: Tenured client service professional across public and private markets, capable of servicing the largest accounts (across both separate accounts and institutional fund buyers) or dealing with the most complex problems. Provides sales support to the EMEA Sales team in all aspects of their prospecting for new clients/accounts. Be responsible for onboarding any mandates/accounts won and act as the main ongoing servicing contact for the client through the lifespan of the client relationship.
Position Responsibilities
- Sales/Distribution Support
- Partner with the Sales team in all aspects of their business development activities to ensure all goals are being achieved.
- Act as a backup to Sales in all client/prospect matters.
- Have or develop an in-depth understanding of Manulife Investment Management’s full range of investment capabilities to be able to engage directly with clients and prospects.
- Host client meetings in the absence of the Sales (where required).
- Cover the largest and/or most complex client relationships.
- Conduct thorough meeting preparation; research each client/prospect in advance of each meeting, coordinate prep calls, prepare briefing notes and all follow-ups.
- Prepare and customize materials for client review and prospect meetings.
- Adhere to all compliance guidelines including the use of pre-approved and custom marketing materials.
- Oversee RFP submissions; liaise with the RFP team, ensure RFP deadlines and requirements are met, review RFPs for accuracy of content.
- Document and ensure all sales and client service activities are tracked in the firm’s CRM system.
- Work closely with the Sales team to develop prospect target lists and research sales opportunities and consultant trends in the marketplace utilizing internal/external tools and publications to add future value to the global institutional business.
- Create and distribute targeted emails containing necessary marketing collateral to further drive business development opportunities.
- Client Services
- Project manage client on-boarding and account closure process (IMA’s, Guidelines, KYC/AML, Welcome Package etc.).
- Serve as an internal point of contact for an assigned list of Client portfolios; responding to inquiries and service requests (contributions, redemptions, transitions, consultant and audit requests, contract amendments, etc.).
- Collaborate with internal (sales, portfolio management, trading, legal, compliance, operations) and external (clients, transition managers, consultants, record keepers, custodians) partners to deliver products, resolve operational issues and provide high quality service to clients.
- Ensure all service and contractual client requirements are met in accordance with client guidelines and expectations.
- Prepare and review client reports and other monthly/quarterly/annual deliverables.
- Maintain client legal files and account plans.
- Sales Activity
- Be responsible for actively assessing and pursuing cross-selling opportunities for those invested clients within EMEA where you are the Relationship Manager.
- Other Duties
- Provide guidance and support to team members, but no formal supervisory responsibilities.
- Drive change management initiatives to spearhead the continuous improvement in our operating model.
- Participate in team projects to build and enhance internal procedures in accordance with industry best practices.
- Takes a lead role in representing the EMEA sales team in cross-divisional projects/initiatives.
- Compile complex and detailed metrics and produce reporting to senior management as required.
- Source and circulate relevant industry and channel specific news, publications, updates, etc.
- Ad-hoc projects as required.
Required Qualifications
- University Degree
- 5+ years’ experience working in client manager / relationship manager roles within Investment Management firms only
- Excellent knowledge of both public & private markets
- Thorough understanding of business models, distribution channels, products and systems
When you join our team: We’ll empower you to learn and grow the career you want. We’ll recognise and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see.
Associate Director - Relationship Management employer: Dormont Manufacturing Co
Dormont Manufacturing Co is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration. With a strong commitment to employee growth, the company provides extensive training opportunities and a comprehensive benefits package, all while supporting a flexible hybrid work model that enhances work-life balance. Join us in shaping the future of lottery solutions in a role that promises meaningful impact and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Director - Relationship Management
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Dormont Manufacturing Co, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Dormont Manufacturing Co.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Dormont Manufacturing Co.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Dormont Manufacturing Co, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Associate Director - Relationship Management
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Dormont Manufacturing Co want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Dormont Manufacturing Co.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Dormont Manufacturing Co will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Dormont Manufacturing Co. Numbers speak louder than words!
How to prepare for a job interview at Dormont Manufacturing Co
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Dormont Manufacturing Co want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withDormont Manufacturing Co.
