Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead client relationships and drive revenue growth in institutional investment.
- Company: Join a leading investment management firm expanding into wealth management.
- Benefits: Enjoy competitive salary, career growth opportunities, and a dynamic work environment.
- Why this job: Be part of a successful team making an impact in the investment world.
- Qualifications: Experience in multi-asset investment and strategic client management required.
- Other info: Ideal for senior professionals or those transitioning from investment consulting.
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. Their services include portfolio management, trading, transitions management, risk management, and hedging, serving clients such as insurance companies, sovereign wealth funds, endowments, and others across various countries. In 2025, they are also strategically expanding into the wealth management sector.
We seek an experienced, senior-level professional (Director to Sub-MD) with multi-asset investment expertise and a proven track record in strategic client relationship management. The successful candidate will have a history of growing revenue within their client base, cross-selling services, collaborating effectively with other teams, and focusing on asset-side solutions. They will manage an active portfolio of clients generating significant annual revenue.
This role may suit a senior client relationship manager or client director experienced in providing integrated, advisory-style investment solutions in the institutional market. Alternatively, candidates from investment consulting firms motivated to shift from liability work to a broader client base are also encouraged to apply.
The firm is growing, successful, and ambitious, making this role crucial to their success in 2025.
Client Director - Institutional Investment (Woking) 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 (Woking)
✨Tip Number 1
Network with professionals in the investment management sector, especially those who have experience with institutional clients. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends.
✨Tip Number 2
Research the company thoroughly, focusing on their recent expansions and services. Understanding their strategic goals will help you tailor your conversations and demonstrate how your experience aligns with their needs.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and driven revenue growth in previous roles. Highlighting measurable outcomes will showcase your value to the hiring team.
✨Tip Number 4
Engage with the company's online presence, such as their social media and website. Comment on their posts or share relevant content to increase your visibility and show your genuine interest in their work.
We think you need these skills to ace Client Director - Institutional Investment (Woking)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your multi-asset investment expertise and experience in strategic 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 understanding of the institutional market and your ability to provide integrated, advisory-style investment solutions. Mention your motivation for transitioning from liability work if applicable.
Highlight Relevant Achievements: Include quantifiable achievements in your application that demonstrate your success in managing client portfolios and generating significant annual revenue. This will help you stand out as a candidate.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and can keep you on the radar of the hiring team.
How to prepare for a job interview at JR United Kingdom
✨Research the Company
Before your 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 client relationship management and multi-asset investment. Be ready to provide specific examples of how you've successfully grown revenue and cross-sold services in your past roles. This will showcase your suitability for the position.
✨Showcase Collaboration Skills
Since the role involves collaborating with other teams, be prepared to share examples of how you've worked effectively with colleagues in the past. Highlight any instances where teamwork led to successful outcomes for clients, as this will demonstrate your ability to contribute to the firm's success.
✨Prepare Questions
At the end of the interview, you'll likely have the opportunity to ask questions. Prepare thoughtful questions about the company's future plans, particularly regarding their growth in the wealth management sector. This shows that you're not only interested in the role but also invested in the company's direction.
