At a Glance
- Tasks: Support sales and manage client relationships in a dynamic investment management environment.
- Company: Join a leading global financial services firm with a focus on diversity and inclusion.
- Benefits: Flexible work environment, career growth opportunities, and a commitment to well-being.
- Other info: Collaborative culture with opportunities for continuous improvement and professional development.
- Why this job: Make a real impact by managing complex client relationships and driving business development.
- Qualifications: 5+ years in client management within investment firms and a strong understanding of markets.
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:- SALES/DISTRIBUTION SUPPORT
- 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.
- 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
- We’ll empower you to learn and grow the career you want.
- We’ll recognize 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 Insurance Malaysia
Manulife Investment Management is an exceptional employer located in London, UK, offering a dynamic work culture that prioritises employee well-being and inclusion. With a strong commitment to professional development, employees are empowered to grow their careers while enjoying the flexibility of a hybrid work environment. The company values diversity and fosters a collaborative atmosphere, making it an ideal place for those seeking meaningful and rewarding employment in the investment management sector.
Contact Detail:
Manulife Insurance Malaysia Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Associate Director - Relationship Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. A friendly chat can lead to valuable insights or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their investment strategies and be ready to discuss how your experience aligns with their needs. This shows you're genuinely interested and well-prepared.
✨Tip Number 3
Practice your pitch! Be clear about your skills and how they can benefit the company. A confident, concise introduction can make a lasting impression during networking events or interviews.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest openings and updates right there.
We think you need these skills to ace Associate Director - Relationship Management
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Associate Director - Relationship Management role. Highlight your experience in client management and investment management, as this will show us you understand what we're looking for.
Showcase Your Skills:Don’t just list your qualifications; demonstrate how your skills align with the responsibilities mentioned in the job description. We want to see how you can contribute to our team and help us achieve our goals.
Be Clear and Concise:Keep your application straightforward and to the point. Use clear language and avoid jargon unless it’s relevant. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Manulife Insurance Malaysia
✨Know Your Stuff
Before the interview, dive deep into Manulife Investment Management’s services and products. Understand their public and private market offerings so you can confidently discuss how your experience aligns with their needs.
✨Prepare for Client Scenarios
Think of specific examples from your past roles where you've successfully managed complex client relationships or resolved challenging issues. Be ready to share these stories to demonstrate your expertise in relationship management.
✨Showcase Your Team Spirit
Since collaboration is key in this role, be prepared to discuss how you've worked with sales teams and other departments in the past. Highlight your ability to drive change and improve processes while supporting your colleagues.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the company’s future and your potential role in it. Inquire about their approach to client onboarding or how they measure success in client relationships.
