Associate Director, Relationship Management (EMEA) in City of Westminster

Position Responsibilities

• Partner with the Sales team in all aspects of business development activities to ensure goals are 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 engage directly with clients and prospects.
• Host client meetings in the absence of the Sales team where required.
• Be responsible for servicing a portfolio of client relationships.
• Conduct thorough meeting preparation; research each client or prospect, coordinate prep calls, prepare briefing notes and follow‑ups.
• Prepare and customize materials for client review and prospect meetings.
• Adhere to all compliance guidelines including use of pre‑approved and custom marketing materials.
• Oversee RFP submissions; liaise with the RFP team, ensure deadlines and requirements are met, review RFPs for accuracy.
• Document all sales and client service activities in the firm’s CRM system.
• Work closely with the Sales team to develop prospect target lists.
• Create and distribute targeted emails containing marketing collateral to drive business development opportunities.
• Project manage client onboarding and account closure processes (IMA’s, Guidelines, KYC/AML, Welcome Package, etc.).
• Serve as internal point of contact for assigned client portfolios; respond to inquiries and service requests (contributions, redemptions, transitions, consultant and audit requests, contract amendments).
• Collaborate with internal and external 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 and annual deliverables.
• Maintain client legal files and account plans.
• Actively assess and pursue cross‑selling opportunities for invested clients within EMEA.
• Provide feedback on continuous improvement of the operating model.
• Participate in team projects to build and enhance internal procedures in line with industry best practices.
• Assist with compiling metrics and producing reporting to senior management as required.
• Source and circulate industry and channel‑specific news, publications, updates, etc.
• Complete ad‑hoc projects as required.

Required Qualifications

• 3-5 years’ experience working in client services/relationship manager roles within Investment Management firms only.
• Good knowledge of both public and private markets.
• Thorough understanding of business models, distribution channels, products and systems.

Benefits

Eligible employees receive a market‑competitive benefits package, including health, dental, short‑ and long‑term disability, life insurance coverage, employee/family assistance plans and retirement savings plans. The role offers paid time off, including holidays, vacation, personal and sick days.

Equal Employment Opportunity Statement

Manulife is an Equal Opportunity Employer. We embrace diversity and are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.