At a Glance
- Tasks: Manage client portfolios and drive profitable growth through strategic relationships.
- Company: Dynamic investment firm focused on innovative client solutions.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity to work with senior management and influence strategic decisions.
- Why this job: Be a key player in shaping client success and driving business growth.
- Qualifications: 6+ years in investment funds, strong presentation skills, and client-facing experience.
The predicted salary is between 60000 - 80000 £ per year.
Responsibilities
- Manage the IMD/client portfolio through a net perspective ensuring profitable growth opportunities, minimise any portfolio loss or re-pricing.
- Maintenance of a detailed IMD/client Account Plan as the book of record to maintain history, corporate knowledge and to educate the business and maintain ongoing 18-month plan.
- Wide ranging engagement with colleagues in the ACD and across the Group.
- Continuously broaden our connectivity across the IMDs/clients’ business and across the C-suite to ensure we are viewed as a partner integral to their business model.
- Constantly explore and develop Waystone’s upsell opportunities.
- Identify cross-sell opportunities for Waystone Group where the ACD has the lead relationship.
- Lead semi-annual/annual Strategic Relationship Review (SRR) process, lining up executive team members from both organisations to review IMDs/clients’ strategic plans and our response.
- Coordinate the ‘client team’ approach ensuring full knowledge of all IMD and client initiatives and issues.
- Hands-on engagement in issue resolution as part of the escalation process beyond day-to-day activities.
- Work closely with Client Services ensuring clients’ expectations are fully understood.
- Work collaboratively with Key Account Managers (KAM) on KAM clients.
- Responsible for communicating relationship issues to senior management teams across Waystone and leading our response to the IMD/client.
- Provide client feedback on product functionality and future trends to senior management.
- Negotiate fee agreements within agreed profitability parameters.
- Maintenance of all critical information including Salesforce, contact management and call reports.
Qualifications
- Minimum 6 years’ experience in an investment funds environment.
- Client facing background with outstanding presentation skills and problem-solving attitude.
- Knowledge of current UK funds legislation.
- Operational knowledge of fund administration to ensure clear understanding of the processes involved in the Transfer Agency and Fund Accounting departments.
- Experience with Microsoft Office including excellent Excel skills is desirable.
- Candidates must have excellent English language skills, excelling in both written and oral communication with clients.
- #J-18808-Ljbffr
We think you need these skills to ace Relationship Manager
Client Relationship Management
Portfolio Management
Strategic Planning
Cross-Selling
Negotiation Skills
Presentation Skills
Problem-Solving Skills
