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- Tasks: Lead client relationships and manage a portfolio of institutional investors.
- Company: Join a leading investment management firm with a global presence.
- Benefits: Enjoy competitive salary, growth opportunities, and a dynamic work environment.
- Why this job: Be part of a successful team driving innovation in investment solutions.
- Qualifications: Experience in multi-asset investment and strategic client management required.
- Other info: Ideal for senior professionals looking to make a significant impact.
The predicted salary is between 43200 - 72000 £ per year.
IGA Talent Solutions is partnered with a large investment management business with a significant presence in the global institutional market. The client offers a broad range of investment management services, including portfolio management, trading, transition management, risk management, and hedging, to clients such as insurance companies, sovereign wealth funds, and endowments across various countries. In 2025, they are also focusing on expanding into wealth management.
We are seeking an experienced professional at the director or senior director (sub-MD) level, with extensive multi-asset investment knowledge and a successful track record in strategic client relationship management. The ideal candidate will have a history of growing revenue within their client base, cross-selling services, and collaborating effectively with other teams. The role involves managing an active portfolio of clients, focusing on asset-side solutions, and generating significant annual revenue.
This position may suit a senior client relationship manager or client director experienced in providing integrated, advisory-style investment solutions in the institutional marketplace. Alternatively, candidates from investment consulting firms seeking to move away from liability work into a broader client base are also encouraged to apply.
The firm is growing, successful, and ambitious, making this role critical to their success in 2025.
Client Director - Institutional Investment (Liverpool) employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Director - Institutional Investment (Liverpool)
✨Tip Number 1
Network with professionals in the investment management sector, especially those who have experience in institutional client relationships. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the latest trends in multi-asset investment strategies and be prepared to discuss how these can benefit institutional clients. This knowledge will demonstrate your expertise and commitment to staying ahead in the field.
✨Tip Number 3
Prepare to showcase your track record in revenue growth and client relationship management during informal conversations or networking opportunities. Be ready to share specific examples of how you've successfully cross-sold services in previous roles.
✨Tip Number 4
Familiarise yourself with the company's recent initiatives, especially their expansion into wealth management. Being knowledgeable about their strategic goals will help you align your experience with their needs during discussions.
We think you need these skills to ace Client Director - Institutional Investment (Liverpool)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in multi-asset investment and client relationship management. Use specific examples of how you've grown revenue and cross-sold services in previous roles.
Craft a Compelling Cover Letter: In your cover letter, emphasise your strategic approach to client relationships and your ability to provide integrated investment solutions. Mention your interest in the firm's expansion into wealth management and how you can contribute to that growth.
Highlight Relevant Experience: When detailing your work history, focus on positions where you managed client portfolios or worked in investment consulting. Be sure to quantify your achievements, such as revenue generated or client satisfaction scores.
Proofread and Edit: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial for a Client Director role.
How to prepare for a job interview at JR United Kingdom
✨Research the Company
Before the interview, make sure to thoroughly research the investment management business. Understand their services, client base, and recent developments, especially their expansion into wealth management. This knowledge will help you tailor your responses and demonstrate your genuine interest in the role.
✨Highlight Relevant Experience
Prepare to discuss your previous experience in strategic client relationship management and how it aligns with the requirements of the Client Director position. Be ready to share specific examples of how you've successfully grown revenue and cross-sold services in your past roles.
✨Showcase Multi-Asset Investment Knowledge
Given the focus on multi-asset investment knowledge, be prepared to discuss your understanding of various asset classes and how they can be integrated into client solutions. This will demonstrate your expertise and ability to provide advisory-style investment solutions.
✨Prepare Questions for the Interviewers
Having insightful questions ready shows your enthusiasm for the role and helps you assess if the company is the right fit for you. Consider asking about their growth plans, team dynamics, or how they measure success in this position.
