At a Glance
- Tasks: Support the Sales team and manage client relationships in investment management.
- Company: Join Manulife, a leading international financial services provider.
- Benefits: Enjoy a competitive salary, flexible work environment, and comprehensive benefits.
- Other info: Diverse and inclusive workplace with opportunities for professional development.
- Why this job: Make a real impact in client service while growing your career in finance.
- Qualifications: 3-5 years in client services within investment management; knowledge of public and private markets.
The predicted salary is between 76275 - 137295 £ per year.
Investment Management: Client service professional across public and private markets, capable of servicing client relationships (across both separate accounts and institutional fund buyers). 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).
- Be responsible for servicing a portfolio of 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.
- 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 feedback where applicable in relation to continuous improvement in our operating model.
- Participate in team projects to build and enhance internal procedures in accordance with industry best practices.
- Assist with compiling 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:
- 3-5 years’ experience working in client services/relationship manager roles within Investment Management firms only.
- Good 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 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.
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer. At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We 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 and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.
Referenced Salary Location: London, UK
Working Arrangement: Hybrid
Salary range: £76,275.00 GBP - £137,295.00 GBP
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife offers eligible employees a market competitive benefits package, including health, dental, short- and long-term disability, life insurance coverage, and employee/family assistance plans. We also offer eligible employees various retirement savings plans, along with a generous paid time off program that includes holidays, vacation, personal, and sick days.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
Associate Director, Relationship Management (EMEA) in London employer: Manulife
At Manulife, we pride ourselves on being an exceptional employer, offering a dynamic and inclusive work culture that empowers our employees to thrive. Located in London, our hybrid working model supports flexibility while providing access to a comprehensive benefits package, including health and retirement plans, alongside ample opportunities for professional growth and development. Join us to be part of a diverse team dedicated to making lives better through innovative financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Director, Relationship Management (EMEA) in London
✨Tap into Campus Networks
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Associate Director, Relationship Management (EMEA) in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Manulife.
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Research and Reflect:Before hitting that 'apply' button on Manulife's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Manulife
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Manulife.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Manulife employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
