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For Companies At a Glance
- Tasks: Manage client relationships and ensure top-notch aftercare in investment management.
- Company: Join an award-winning investment management firm known for integrity and client value.
- Benefits: Enjoy a competitive salary, hybrid working options, and a supportive team environment.
- Why this job: Be part of a dynamic team that values hard work and offers exciting challenges.
- Qualifications: Must have experience in client services within financial services and excellent communication skills.
- Other info: This role is perfect for those passionate about enhancing client experiences in finance.
The predicted salary is between 34000 - 42000 £ per year.
Job Description
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 £50,000, 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
Client Investment Management Executive employer: Kite Human Capital
Contact Detail:
Kite Human Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Investment Management Executive
✨Tip Number 1
Make sure to highlight your extensive client aftercare experience in financial services during the interview. Prepare specific examples of how you've successfully managed client relationships and resolved issues, as this will demonstrate your capability in a senior role.
✨Tip Number 2
Familiarize yourself with the latest trends in investment management and client relations. Being knowledgeable about current market conditions and investment strategies will help you engage more effectively with potential clients and show that you're proactive.
✨Tip Number 3
Practice your communication skills, both written and spoken. Since exceptional communication is a key requirement for this role, consider role-playing common client scenarios or presenting investment reports to ensure you can convey information clearly and confidently.
✨Tip Number 4
Network with professionals in the investment management sector. Attend industry events or webinars to connect with others in the field, which could provide valuable insights and potentially lead to referrals for the position.
We think you need these skills to ace Client Investment Management Executive
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your extensive client aftercare experience within financial services. Detail your previous roles in investment management and how they relate to client relations.
Showcase Communication Skills: Since exceptional written and spoken communication is a key requirement, include examples of how you've effectively communicated with clients in the past. This could be through reports, presentations, or direct client interactions.
Tailor Your CV and Cover Letter: Customize your CV and cover letter to reflect the specific responsibilities mentioned in the job description. Use keywords from the listing to demonstrate that you understand the role and its requirements.
Express Enthusiasm for the Role: In your application, convey your excitement about the opportunity to work with an award-winning investment management business. Mention how you align with their values of integrity and client value.
How to prepare for a job interview at Kite Human Capital
✨Showcase Your Client Aftercare Experience
Make sure to highlight your previous experience in client aftercare within financial services. Be prepared to discuss specific examples of how you've successfully managed client relationships and improved their satisfaction.
✨Demonstrate Your Communication Skills
Since exceptional written and spoken communication is crucial for this role, practice articulating your thoughts clearly. Consider preparing a brief presentation or summary of your past achievements to showcase your ability to communicate effectively.
✨Understand the Buy Side/Investment Management Landscape
Familiarize yourself with the buy side and investment management industry. Being knowledgeable about current trends and challenges will help you engage in meaningful discussions during the interview and demonstrate your commitment to the field.
✨Emphasize Your Team Collaboration Skills
This role involves working closely with a team, so be ready to share examples of how you've successfully collaborated with others in past positions. Highlight your ability to contribute positively to team dynamics and achieve common goals.
