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- Tasks: Manage key relationships with financial advisers and ensure they have essential information.
- Company: Join a leading Investment Management firm known for integrity and client value.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a winning team focused on innovation and exceptional client service.
- Qualifications: Experience in relationship management or client-facing roles is preferred.
- Other info: Work with a company that has won multiple awards for excellence in recruitment.
The predicted salary is between 36000 - 60000 £ per year.
My client, a leading Investment Management business, are seeking a Relationship Manager to help manage key relationships with their strategic partners in the UK financial adviser market. They are seeking candidates with a track record and enthusiasm of relationship management, preferably working within the buy side.
Key Responsibilities:
- Build relationships with key distributor groups operating within financial services
- Work with key partners to ensure that they are up to date with key information
- Managing event requirements including presentation synopses, slide decks etc
- Producing key reports and data required by the business
- Building and maintaining excellent relationships within sector and competitors
Key Skills/Experience:
- Experience of working within a Relationship Management or client facing role within Investment Management
- Experience conducting face to face client meetings
- Experience of using CRM and MI systems
- Event planning and marketing
- Any exposure to the tax efficient marketplace or interest in the area is preferable but not essential
Relationship Manager – Client Services – Investment Management employer: Kite Consulting Group
Contact Detail:
Kite Consulting Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager – Client Services – Investment Management
✨Tip Number 1
Network actively within the investment management sector. Attend industry events, webinars, and conferences to meet potential employers and learn about the latest trends in relationship management.
✨Tip Number 2
Familiarise yourself with the key players in the UK financial adviser market. Understanding their needs and challenges will help you tailor your approach and demonstrate your value during interviews.
✨Tip Number 3
Showcase your experience with CRM and MI systems by discussing specific examples of how you've used these tools to enhance client relationships or improve service delivery in previous roles.
✨Tip Number 4
Prepare for face-to-face meetings by practising your presentation skills. Being able to communicate effectively and confidently will set you apart as a candidate who can manage key relationships successfully.
We think you need these skills to ace Relationship Manager – Client Services – Investment Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in relationship management, particularly within investment management. Use specific examples that demonstrate your ability to build and maintain relationships with clients and partners.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your relevant experience, such as conducting face-to-face client meetings and using CRM systems, and explain how these skills will benefit the company.
Highlight Relevant Skills: In your application, emphasise key skills mentioned in the job description, such as event planning, report production, and knowledge of the financial services sector. This will show that you understand the requirements of the role.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in a client-facing role.
How to prepare for a job interview at Kite Consulting Group
✨Know Your Client Base
Familiarise yourself with the key distributor groups in the UK financial adviser market. Understanding their needs and how your potential employer interacts with them will show your commitment to relationship management.
✨Showcase Your Experience
Be prepared to discuss your previous roles in relationship management, especially within investment management. Highlight specific examples of successful client meetings and how you maintained those relationships.
✨Prepare for Event Management Questions
Since event planning is part of the role, think of past events you've managed or contributed to. Be ready to discuss how you handled logistics, presentations, and ensured everything ran smoothly.
✨Demonstrate Your Analytical Skills
As producing reports and data is crucial, be ready to talk about your experience with CRM and MI systems. Discuss how you've used data to drive decisions or improve client relationships in the past.
