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For Companies At a Glance
- Tasks: Manage and develop relationships with institutional clients across the UK, Europe, and APAC.
- Company: Global investment manager with a strong reputation in the industry.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Immediate start available; equity-focused recruitment process.
- Why this job: Be the trusted advisor to sophisticated investors and make a real impact.
- Qualifications: 5+ years in institutional relationship management and excellent communication skills.
The predicted salary is between 60000 - 80000 £ per year.
We are working with a global, well-established investment manager seeking to hire an Institutional Relationship Manager on a fixed-term basis (9–12 months maternity cover) within their London office. This is a high-profile, client-facing role offering the opportunity to manage and develop relationships with a broad institutional client base across the UK, Europe and APAC, while working closely with internal investment and distribution teams.
The Role
You will be responsible for delivering a best-in-class client experience across a portfolio of institutional relationships, acting as the primary point of contact and trusted advisor to sophisticated investors including pension funds, endowments, foundations and family offices. You will play a key role in supporting client retention, deepening strategic relationships, and contributing to the continued growth of the firm’s international institutional business.
Key Responsibilities
- Act as the lead relationship manager for a portfolio of international institutional clients
- Build and maintain strong, long-term relationships with key client stakeholders and consultants
- Deliver high-quality, solutions-oriented client service tailored to individual client needs
- Lead client meetings, reviews and discussions on performance, portfolio positioning and market developments
- Coordinate investor communications, reporting and ongoing engagement activity
- Support client retention efforts, including navigating periods of underperformance
- Manage CRM systems and maintain accurate records of client interactions and pipeline activity
- Partner with internal teams across investments, operations and compliance to ensure seamless client delivery
- Support onboarding processes, due diligence requests and ongoing client servicing requirements
- Collaborate with sales and consultant relations teams to identify opportunities for deeper engagement
Ideal Candidate
- 5+ years’ experience in institutional relationship management, client service or a similar role within asset management
- Immediately available to start/ 1-2 week notice period.
- Proven track record managing sophisticated institutional client relationships
- Strong understanding of institutional investors, consultants and global distribution channels
- Commercially minded with a relationship-led, consultative approach
- Excellent communication and stakeholder management skills
- Highly organised, with the ability to manage multiple priorities in a fast-paced environment
- Experience using CRM systems (e.g. Salesforce) and strong proficiency in Microsoft Office
- Relevant industry qualifications (e.g. IMC) are advantageous
Due to the increased number of applications for this role, we will only respond to candidates whose experience most closely matches the criteria. At our company, we prioritise equity throughout the recruitment process and are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.
Institutional Relationship Manager (9-12 month contract) employer: Leverton Search
Contact Detail:
Leverton Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Relationship Manager (9-12 month contract)
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management world and let them know you're on the hunt for an Institutional Relationship Manager role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of institutional investors and market trends. Be ready to discuss how you've managed client relationships in the past and how you can deliver that best-in-class client experience they’re after.
✨Tip Number 3
Don’t forget to showcase your CRM skills! If you’ve got experience with systems like Salesforce, make sure to highlight that during your conversations. It’s a big plus for managing those sophisticated client relationships.
✨Tip Number 4
Apply through our website! We want to see your application and get to know you better. Plus, it’s the best way to ensure your details land directly in front of the hiring team. Let’s get you that interview!
We think you need these skills to ace Institutional Relationship Manager (9-12 month contract)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Institutional Relationship Manager. Highlight your experience with institutional clients and any relevant achievements that showcase your ability to build strong relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific experiences that align with the job description and show your enthusiasm for working with us at StudySmarter.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Keep your language clear and professional, but don’t be afraid to let your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Leverton Search
✨Know Your Clients
Before the interview, research the types of institutional clients the company works with. Understand their needs and challenges, especially pension funds and family offices. This will help you demonstrate your knowledge and show that you're ready to build those relationships.
✨Showcase Your Experience
Be prepared to discuss specific examples from your past roles where you've successfully managed client relationships. Highlight your consultative approach and how you've tailored solutions to meet client needs. This will illustrate your capability in delivering a best-in-class client experience.
✨Master the CRM Tools
Familiarise yourself with CRM systems like Salesforce, as well as any relevant tools mentioned in the job description. Be ready to discuss how you've used these systems to manage client interactions and maintain accurate records. This shows you're organised and tech-savvy.
✨Prepare for Performance Discussions
Anticipate questions about how you would handle discussions on performance and market developments with clients. Think about how you can communicate complex information clearly and effectively. This will demonstrate your strong communication skills and stakeholder management abilities.