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For Companies At a Glance
- Tasks: Support Investment Managers and build client relationships in a dynamic, client-facing role.
- Company: Join a prestigious investment management firm located in Mayfair, London.
- Benefits: Enjoy excellent salary, career progression, mentorship, and generous holiday allowance.
- Why this job: Perfect for ambitious graduates eager to thrive in finance and make an impact.
- Qualifications: Requires a 2:1 degree in Finance or Economics and at least one year of relevant experience.
- Other info: This role offers a vibrant culture with regular team events and opportunities for growth.
The predicted salary is between 28000 - 32000 £ per year.
Job Description
Location: Mayfair, London (Office-based, 5 days per week)
Salary: £28,000 – £32,000 + Excellent Benefits + Social Perks
Start Date: August 2025
Are you a bright, ambitious graduate with a degree in Finance, Economics or a related field? Have you completed internships or gained one year of experience in investment administration or financial services? If you're passionate about building a career in investment management and delivering exceptional client service, this role could be your ideal next step.
We’re working with a prestigious Mayfair-based investment management firm to find a high-potential Client Service Manager to support a team of talented Portfolio Managers. This is an outstanding opportunity for a future-focused graduate who thrives in a professional environment, has a keen interest in wealth management, and is hungry to learn, grow, and contribute.
The Role
You’ll be joining a high-performing team, supporting Investment Managers who work closely with High Net Worth Individuals (HNWIs). This role is both client-facing and operational. No two days will be the same. You’ll build trusted client relationships, help manage key compliance processes, and provide top-tier support to your team.
Your responsibilities will include:
- Acting as the first point of contact for valued clients and intermediaries
- Managing KYC, onboarding and suitability reviews
- Preparing detailed fund and valuation reports ahead of client meetings
- Supporting Investment Managers with diary management, meeting packs and travel
- Ensuring all documentation is accurate and meets compliance standards
What We’re Looking For
- A 2:1 or First-Class degree in Finance, Economics, or related discipline
- At least one year’s experience in investment operations, client service, or administration, internships or graduate schemes welcome
- Demonstrable interest in investment and wealth management, CISI study or similar is a plus
- A confident communicator with excellent interpersonal and organisational skills
- Meticulous attention to detail, integrity, and a proactive approach
What’s On Offer
- £28,000 – £32,000 depending on experience
- Career progression, mentorship, and financial support for industry qualifications
- A collaborative, social, and ambitious culture in the heart of Mayfair
- Excellent benefits, generous holiday allowance, and regular team events
- The chance to build a long-term career in a well-respected investment firm
This is a brilliant launchpad for a graduate ready to step into the world of investment management and make their mark.
Sound like you? Apply now and bring your passion for finance to life in one of London's most prestigious firms.
Client Service Manager, Investment Management employer: ISE Partners Limited
Contact Detail:
ISE Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Manager, Investment Management
✨Tip Number 1
Network with professionals in the investment management field. Attend industry events, webinars, or local meetups to connect with people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Research the firm thoroughly. Understand their values, recent news, and the types of clients they serve. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role and the company.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common client service scenarios. Think about how you would handle difficult clients or manage compliance issues, as these are key aspects of the role.
✨Tip Number 4
Showcase your passion for finance and investment management through personal projects or relevant coursework. Whether it's managing a mock portfolio or studying for industry qualifications, demonstrating your commitment can set you apart from other candidates.
We think you need these skills to ace Client Service Manager, Investment Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment administration or financial services. Emphasise any internships or roles that demonstrate your client service skills and knowledge of finance or economics.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and client service. Mention specific experiences that align with the responsibilities of the Client Service Manager role, such as managing client relationships or preparing reports.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, such as attention to detail, communication, and organisational abilities. Provide examples of how you've demonstrated these skills in previous roles or projects.
Show Enthusiasm for the Role: Convey your excitement about the opportunity to work in a prestigious investment management firm. Discuss your long-term career goals and how this position aligns with your aspirations in the finance sector.
How to prepare for a job interview at ISE Partners Limited
✨Showcase Your Academic Background
Make sure to highlight your degree in Finance, Economics, or a related field during the interview. Be prepared to discuss specific projects or coursework that demonstrate your knowledge and passion for investment management.
✨Demonstrate Client Service Skills
Since this role is client-facing, share examples from your past experiences where you successfully managed client relationships or provided exceptional service. This could include internships or any relevant work experience.
✨Prepare for Compliance Questions
Familiarise yourself with KYC (Know Your Customer) processes and compliance standards relevant to investment management. Being able to discuss these topics will show your understanding of the operational side of the role.
✨Express Your Enthusiasm for Learning
Convey your eagerness to grow within the company and the industry. Mention any relevant certifications or studies you are considering, such as CISI, to demonstrate your commitment to professional development.
