At a Glance
- Tasks: Manage client portfolios and drive growth in the investment funds sector.
- Company: Jobtailor, a leading firm in investment management.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Collaborative culture with opportunities for career advancement.
- Why this job: Join a team that shapes the future of investment funds and client relationships.
- Qualifications: Experience in investment funds, strong client-facing skills, and Excel proficiency.
The predicted salary is between 45000 - 60000 £ per year.
Jobtailor is seeking an experienced investment funds professional to manage the IMD/client portfolio and drive profitable growth in a UK context.
The role requires strong client-facing skills, knowledge of UK funds legislation, and a solid operational understanding of transfer agency and fund accounting.
Proficiency in Excel and MS Office is desirable.
You will collaborate with ACD and KAM teams, lead SRR processes, and coordinate client initiatives while maintaining comprehensive account plans
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We think you need these skills to ace Strategic Relationship Manager – Funds & Clients
Client-Facing Skills
Knowledge of UK Funds Legislation
Operational Understanding of Transfer Agency
Fund Accounting
Proficiency in Excel
Proficiency in MS Office
Collaboration Skills
