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- Tasks: Manage client relationships and enhance aftersales care in investment management.
- Company: Award-winning investment management firm with a focus on integrity and client value.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in client relations.
- Qualifications: Experience in client services within financial services and strong communication skills.
- Other info: Be part of a company recognised for its innovative approach and excellent client service.
The predicted salary is between 40000 - 45000 £ per year.
Client Relations Executive – Investment Management
Client Relations Executive – Investment Management
Client Relations Executive is required to join a growing Investment Management business. Offering a competitive salary ranging from £40,000 to £45,000, based in London, hybrid working.
Reporting to the Head of Client Relations, you will play a senior role in a team responsible for post sales client aftercare including administration of accounts, supporting underlying investments, issuing reporting, client engagement and retention, investor events as well as producing documentation and marketing. The role requires previous experience in the buy side / investment management within client services / client relations.
Key requirements:
- Extensive client aftercare experience within financial services.
- Exposure to buy side / investment management.
- Exceptional written and spoken communications.
This is a great opportunity to help an award-winning investment management business improved their aftersales care. If you feel like you match the above and would like to hear more, please apply within.
Client Relations Executive – Investment Management
Kite Human Capital – Hire Better
We are unashamedly focused on working with only the best people, who care about customer value and maintain a fantastic working reputation. If you are someone that is committed to working hard to achieve great results, views challenge as an exciting opportunity and wants to work in some of the best possible assignments then please get in touch, we’d love to help you find your next position.
We pride ourselves on rock solid integrity and honesty, and place client value at the centre of every decision we make.
2023 – Winner ‘Most Innovative Recruitment Agency’
2023 – Winner ‘Best Banking/Professional Service’
2018 – Winner Best Client Service
2017 – Winner Agency of The Year
2017 – Winner Banking & Financial Services Agency
2016 – Winner Banking & Financial Services Agency
Our methodology works.
99% of Kite hires succeed into year 2.
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Client Relations Executive – Investment Management employer: Kite Group
Contact Detail:
Kite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relations Executive – Investment Management
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience in client aftercare can add value. Practice common interview questions and be ready to showcase your exceptional communication skills. We want you to shine!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your great fit for the Client Relations Executive position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your commitment and makes it easier for us to support you in your job search journey.
We think you need these skills to ace Client Relations Executive – Investment Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Relations Executive role. Highlight your experience in client aftercare and investment management, as these are key for us. Use specific examples that showcase your skills in communication and client engagement.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you’re passionate about client relations in investment management. Share your journey and how your previous experiences have prepared you for this role. Keep it engaging and personal!
Showcase Your Communication Skills: Since exceptional written and spoken communication is a must, make sure your application reflects this. Use clear, concise language and check for any typos or grammatical errors. We want to see your professionalism right from the start!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at Kite Group
✨Know Your Client Aftercare
Make sure you understand the ins and outs of client aftercare in investment management. Brush up on your knowledge about post-sales processes, account administration, and how to engage clients effectively. This will show that you're not just familiar with the role but also genuinely interested in enhancing client relationships.
✨Showcase Your Communication Skills
Since exceptional written and spoken communication is key for this role, prepare examples of how you've successfully communicated with clients in the past. Whether it's through reports, presentations, or direct conversations, be ready to demonstrate your ability to convey complex information clearly and effectively.
✨Research the Company Culture
Dive into the company’s values and culture before your interview. Understanding their focus on integrity and client value will help you align your answers with what they’re looking for. You can even mention specific initiatives or awards they've received to show that you’ve done your homework.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills in client relations. Think of situations where you had to handle difficult clients or resolve issues effectively. Prepare a few STAR (Situation, Task, Action, Result) stories that highlight your experience in the buy side and how you’ve contributed to client retention.
