Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support client relationships and enhance the client experience in investment management.
- Company: Mission-led investment firm with a focus on sustainability.
- Benefits: Gain exposure to global markets and develop your professional skills.
- Other info: Equity-focused recruitment process ensuring fairness for all applicants.
- Why this job: Join a dynamic team and make a real impact in client engagement across Europe.
- Qualifications: Relevant degree or experience in investment management, strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
We’re working with a highly regarded, mission‑led investment firm to hire a proactive Client Team Associate to join their London office. This is an excellent opportunity for someone with experience in investment management, consulting services, or private wealth management to step into a varied role supporting client relationships across Europe. You’ll work closely with colleagues across London and the US, developing deep knowledge of global public markets strategies (with a particular focus on Global and Asia Equities), while supporting a wide range of investor engagement activity.
Key Responsibilities
- Build a strong understanding of investment strategies, portfolios and processes to enhance the client experience
- Support and gradually take ownership of coverage for prospective and existing client relationships
- Attend and help host client meetings, and gain exposure to internal research discussions
- Update and coordinate marketing materials and client‑facing content
- Draft high‑quality responses to investor and consultant queries, including due diligence requests and bespoke information needs
- Support ad hoc client projects including prospect research and in‑depth DDQ requests
- Contribute to CRM best practice (Salesforce) and content management processes (RFP/DDQ libraries)
Qualifications
- Relevant degree and/or professional experience within investment management, consulting services, or private wealth management
- Strong written communication skills with the ability to craft clear, bespoke responses for different investor audiences
- Passion for sustainability and its role in long‑term investing
- Highly organised, process‑oriented, and comfortable balancing proactive and reactive work
- Confident working across internal stakeholders (Investment, Legal, Operations) and across time zones
- Advanced MS Office skills; CRM experience (Salesforce) is beneficial
- Additional European language skills are helpful but not essential
At our company, we prioritise equity throughout the recruitment process. We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.
Client Team Associate - Leverton Search in London employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Team Associate - Leverton Search in London
✨Tip Number 1
Get to know the company inside out! Research their investment strategies and recent projects. This will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn. A friendly chat can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for those client meetings! Think about how you can contribute to discussions and what questions you might ask. Showing that you're proactive can really set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Client Team Associate - Leverton Search in London
Some tips for your application 🫡
Know Your Stuff: Before you start writing, make sure you understand the investment strategies and client relationship management. This will help you tailor your application to show how your experience aligns with what we're looking for.
Craft Clear Responses: Your written communication skills are key! Make sure your application showcases your ability to craft clear and bespoke responses. Use examples from your past experiences to highlight this skill.
Show Your Passion: We love candidates who are passionate about sustainability and long-term investing. Don’t be shy about sharing your thoughts on these topics in your application—it’ll help you stand out!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining our team!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Investment Strategies
Before the interview, make sure you have a solid understanding of various investment strategies, especially in Global and Asia Equities. This will not only help you answer questions confidently but also show your genuine interest in the role and the firm’s mission.
✨Craft Tailored Responses
Practice drafting responses to potential investor queries or due diligence requests. Tailoring your answers to different audiences demonstrates your strong written communication skills and your ability to engage effectively with clients.
✨Showcase Your Organisational Skills
Be prepared to discuss how you manage multiple tasks and projects. Share specific examples of how you've balanced proactive and reactive work in previous roles, as this is crucial for supporting client relationships effectively.
✨Familiarise Yourself with CRM Tools
If you have experience with Salesforce or similar CRM systems, be ready to talk about it. If not, do a bit of research on how these tools are used in managing client relationships, as this knowledge can set you apart from other candidates.