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- Tasks: Lead portfolio reviews and educate clients on investment strategies.
- Company: Dynamic financial services company in Greater London.
- Benefits: Competitive benefits and potential for hybrid work model.
- Why this job: Join a team that values exceptional service and client relationships.
- Qualifications: 5+ years in relationship management and strong capital markets knowledge.
- Other info: Great opportunity for career growth in a fast-paced environment.
The predicted salary is between 43200 - 72000 £ per year.
A financial services company in Greater London is looking for an Institutional Client Service Relationship Manager to provide exceptional service to institutional investors.
Responsibilities include:
- Leading portfolio reviews
- Educating clients on investment strategies
- Creating customized action plans
The ideal candidate has over 5 years of experience in relationship management within asset management and strong capital markets knowledge. This role may offer a hybrid work model along with competitive benefits.
Institutional Client Service Leader — Markets & ESG in London employer: Fisher Investments UK
Contact Detail:
Fisher Investments UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client Service Leader — Markets & ESG in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an Institutional Client Service Leader role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your capital markets knowledge. Make sure you can confidently discuss investment strategies and how you've successfully managed client relationships in the past. We want you to shine when it comes to portfolio reviews!
✨Tip Number 3
Don’t forget to tailor your approach! When you’re applying, think about how your experience aligns with the specific needs of institutional investors. Show us how you can create customised action plans that meet their unique goals.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Institutional Client Service Leader — Markets & ESG in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in relationship management and capital markets. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about institutional client service and how your skills can benefit us at StudySmarter. Keep it engaging and personal.
Showcase Your Client Management Skills: In your application, emphasise your ability to lead portfolio reviews and educate clients. We’re looking for someone who can create customised action plans, so share examples of how you’ve done this in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Fisher Investments UK
✨Know Your Stuff
Make sure you brush up on your capital markets knowledge. Understand the latest trends and strategies in asset management, as well as the specific services the company offers. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Relationship Management Skills
Prepare examples from your past experience where you've successfully managed client relationships. Highlight how you’ve led portfolio reviews or educated clients on investment strategies. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Tailor Your Approach
Since this role involves creating customised action plans for clients, think about how you can demonstrate your ability to tailor solutions. Prepare a few scenarios where you adapted your service to meet specific client needs, showcasing your problem-solving skills.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask thoughtful questions. Inquire about the company's approach to ESG (Environmental, Social, and Governance) investing or how they measure client satisfaction. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
