Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead client engagements, understand investment needs, and manage client expectations.
- Company: Join a leading investment management firm focused on growth and client success.
- Benefits: Enjoy a collaborative environment with opportunities for professional development.
- Why this job: Build strong relationships and contribute to impactful projects in a dynamic industry.
- Qualifications: 7+ years of experience in client relationship management; CFA preferred.
- Other info: Equity-focused recruitment process ensuring fairness for all candidates.
The predicted salary is between 43200 - 72000 £ per year.
We are working with a leading investment management firm on an excellent opportunity for a highly skilled and experienced Client Relationship Manager to join their team. This role offers the opportunity to work with a diverse range of clients, build strong relationships, and contribute to the growth and success of the business.
Key Responsibilities:
- Independently lead client engagements to understand investment needs, provide high-level service expertise, and run client meetings.
- Cultivate and execute cross-sell opportunities, partnering with Business Development Managers to analyse client portfolios and attend portfolio reviews.
- Develop a deep understanding of the industry, market, and client marketplace, including regulatory, accounting, tax, and asset allocation considerations.
- Manage client expectations, develop team members, and demonstrate leadership skills.
- Work closely with subject matter experts, partner with other functional areas, and liaise with internal parties to ensure compliance and address client issues.
- Think strategically on firm-wide projects relating to the growth and development of the business.
Ideal Candidate:
- Strong academic background; relevant professional qualifications (e.g., CFA) are advantageous.
- 7+ years of relevant experience in building and managing client relationships.
- Experience in the Wealth/Sub-Advisory channel is beneficial.
- Excellent communication and presentation skills, with the ability to operate calmly under pressure.
- Proficiency in Salesforce, Excel, and Outlook.
- Fluency in English and a second European language is preferred.
This is an excellent opportunity to work with a leading investment management firm in a collaborative and dynamic environment.
At our company, we prioritize equity throughout the recruitment process, ensuring fairness and equal opportunities for all candidates. Please let us know if we can make the process more accessible to you.
Relationship Manager - EMEA London Leverton Search Full time employer: Leverton Search
Contact Detail:
Leverton Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager - EMEA London Leverton Search Full time
✨Tip Number 1
Network with professionals in the investment management sector, especially those who are already working as Relationship Managers. Attend industry events or webinars to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the investment management industry. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed and relevant.
✨Tip Number 3
Practice your communication and presentation skills by engaging in mock interviews or joining public speaking groups. Being able to articulate your thoughts clearly and confidently is crucial for a role that involves client interactions.
✨Tip Number 4
Showcase your proficiency in Salesforce and Excel by creating a portfolio of projects or case studies where you've successfully used these tools. This practical demonstration can set you apart from other candidates.
We think you need these skills to ace Relationship Manager - EMEA London Leverton Search Full time
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client relationship management, particularly in investment management. Use specific examples that demonstrate your ability to lead client engagements and manage expectations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the investment management industry and your relevant qualifications. Mention your experience with cross-selling opportunities and how you can contribute to the firm's growth.
Highlight Relevant Skills: In your application, emphasise your communication and presentation skills, as well as your proficiency in Salesforce, Excel, and Outlook. These are crucial for the role and should be clearly stated.
Showcase Leadership Experience: If you have experience developing team members or leading projects, make sure to include this in your application. The company is looking for candidates who can demonstrate leadership skills and strategic thinking.
How to prepare for a job interview at Leverton Search
✨Showcase Your Relationship-Building Skills
As a Client Relationship Manager, your ability to build and maintain strong relationships is crucial. Prepare examples from your past experiences where you successfully managed client expectations or resolved issues, highlighting your interpersonal skills.
✨Demonstrate Industry Knowledge
Familiarise yourself with the investment management industry, including current trends and regulatory changes. Be ready to discuss how these factors impact client portfolios and how you can leverage this knowledge to provide value to clients.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and strategic thinking. Think of situations where you had to analyse client needs or collaborate with other teams, and be prepared to explain your thought process and outcomes.
✨Highlight Your Technical Proficiency
Since proficiency in tools like Salesforce, Excel, and Outlook is essential, be ready to discuss your experience with these platforms. Consider preparing a brief demonstration of how you've used these tools to enhance client engagement or streamline processes.
