At a Glance
- Tasks: Manage client relationships and support sales in a dynamic investment management environment.
- Company: Join a leading investment management firm that values diversity and inclusion.
- Benefits: Flexible work environment, career growth opportunities, and a focus on well-being.
- Other info: Collaborative culture with opportunities for continuous improvement and innovation.
- Why this job: Make a real impact by working with top-tier clients and complex investment solutions.
- Qualifications: 5+ years in client management within investment firms and strong market knowledge.
The predicted salary is between 60000 - 80000 £ per year.
Investment Management: Tenured client service professional across public and private markets, capable of servicing the largest accounts (across both separate accounts and institutional fund buyers) or dealing with the most complex problems. Provides sales support to the EMEA Sales team in all aspects of their prospecting for new clients/accounts. Be responsible for onboarding any mandates/accounts won and act as the main ongoing servicing contact for the client through the lifespan of the client relationship.
Position Responsibilities
- Partner with the Sales team in all aspects of their business development activities to ensure all goals are being achieved.
- Act as a backup to Sales in all client/prospect matters.
- Have or develop an in-depth understanding of Manulife Investment Management’s full range of investment capabilities to be able to engage directly with clients and prospects.
- Host client meetings in the absence of the Sales (where required).
- Cover the largest and/or most complex client relationships.
- Conduct thorough meeting preparation; research each client/prospect in advance of each meeting, coordinate prep calls, prepare briefing notes and all follow-ups.
- Prepare and customize materials for client review and prospect meetings.
- Adhere to all compliance guidelines including the use of pre-approved and custom marketing materials.
- Oversee RFP submissions; liaise with the RFP team, ensure RFP deadlines and requirements are met, review RFPs for accuracy of content.
- Document and ensure all sales and client service activities are tracked in the firm’s CRM system.
- Work closely with the Sales team to develop prospect target lists and research sales opportunities and consultant trends in the marketplace utilizing internal/external tools and publications to add future value to the global institutional business.
- Create and distribute targeted emails containing necessary marketing collateral to further drive business development opportunities.
Client Services
- Project manage client on-boarding and account closure process (IMA’s, Guidelines, KYC/AML, Welcome Package etc.).
- Serve as an internal point of contact for an assigned list of Client portfolios; responding to inquiries and service requests (contributions, redemptions, transitions, consultant and audit requests, contract amendments, etc.).
- Collaborate with internal (sales, portfolio management, trading, legal, compliance, operations) and external (clients, transition managers, consultants, record keepers, custodians) partners to deliver products, resolve operational issues and provide high quality service to clients.
- Ensure all service and contractual client requirements are met in accordance with client guidelines and expectations.
- Prepare and review client reports and other monthly/quarterly/annual deliverables.
- Maintain client legal files and account plans.
Sales Activity
- Be responsible for actively assessing and pursuing cross-selling opportunities for those invested clients within EMEA where you are the Relationship Manager.
Other Duties
- Provide guidance and support to team members, but no formal supervisory responsibilities.
- Drive change management initiatives to spearhead the continuous improvement in our operating model.
- Participate in team projects to build and enhance internal procedures in accordance with industry best practices.
- Takes a lead role in representing the EMEA sales team in cross-divisional projects/initiatives.
- Compile complex and detailed metrics and produce reporting to senior management as required.
- Source and circulate relevant industry and channel specific news, publications, updates, etc.
- Ad-hoc projects as required.
Required Qualifications
- University Degree.
- 5+ years’ experience working in client manager / relationship manager roles within Investment Management firms only.
- Excellent knowledge of both public & private markets.
- Thorough understanding of business models, distribution channels, products and systems.
When you join our team
We’ll empower you to learn and grow the career you want. We’ll recognise and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see.
Associate Director - Relationship Management employer: Manulife Financial
Manulife Investment Management is an exceptional employer that prioritises employee growth and well-being in a flexible, inclusive environment. With a strong commitment to diversity and a culture that fosters collaboration, employees are empowered to develop their careers while engaging with complex client relationships in the dynamic investment management sector. The hybrid working arrangement further enhances work-life balance, making it an attractive opportunity for professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Director - Relationship 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 to potential contacts on LinkedIn. You never know who might help you land that dream role!
✨Tip Number 2
Prepare for interviews by doing your homework. Research the company, understand their investment strategies, and be ready to discuss how your experience aligns with their needs. Tailor your responses to show you’re not just another candidate, but the perfect fit for their team.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in client management and relationship building. Whether it’s a case study or a presentation, having tangible proof of your skills can set you apart from the competition.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email reiterating your interest in the position and highlighting a key point from your conversation can keep you top of mind. Plus, it shows you’re proactive and genuinely interested in the role.
We think you need these skills to ace Associate Director - Relationship Management
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Associate Director - Relationship Management. Highlight your experience in client service and investment management, focusing on how you've handled complex accounts and provided exceptional service.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of your past successes in relationship management and how you can contribute to our team at StudySmarter.
Showcase Your Knowledge:Demonstrate your understanding of both public and private markets in your application. We want to see that you’re not just familiar with the industry but also passionate about it and ready to engage with clients.
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 don’t miss out on any important updates during the process.
How to prepare for a job interview at Manulife Financial
✨Know Your Stuff
Make sure you have a solid understanding of both public and private markets. Research Manulife Investment Management’s investment capabilities thoroughly so you can engage confidently with clients and prospects during the interview.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Prepare examples from your past experience where you've successfully managed complex client relationships or resolved issues, as this will showcase your problem-solving skills.
✨Showcase Your Team Spirit
This role involves collaboration with various teams. Be ready to discuss how you've worked with sales, portfolio management, and other departments in the past. Highlight your ability to drive change and improve processes within a team setting.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client service and business development. This shows your genuine interest in the role and helps you understand how you can contribute to their goals.
