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- Tasks: Build strong relationships with institutional clients and provide top-notch support.
- Company: Leading investment management firm with a focus on client success.
- Benefits: Competitive salary, bonus structure, and excellent career development opportunities.
- Why this job: Join a dynamic team and make a real impact in the investment world.
- Qualifications: IMC Certified with experience in investment management and client services.
- Other info: Fast-paced environment with opportunities for growth and learning.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a top tier investment management house looking to recruit a Client Manager to provide an excellent service to some of their biggest and most complex clients. The Client Manager will take responsibility for the following duties:
- Develop and maintain strong relationships with a portfolio of institutional clients and act as the first point of contact in the Client Director’s absence.
- Understand a client's decision-making process and long-term objectives, providing high-level technical support, answering queries, and identifying opportunities and threats.
- Identify leads and sales opportunities with the aim to maximize revenue.
- Review and sign off draft instructions for peers.
- Display technical knowledge in areas such as the company’s products, brand, services, and competitors.
- Develop knowledge of the current investment market, economic issues, and views to discuss solutions with clients and consultants.
- Devise meeting packs for client meetings and new business pitches.
- Manage the production of legal documentation, reports, and client-specific data relevant to the client investment strategy.
- Utilize expertise from around the business to manage and resolve ad-hoc queries, data requests, and client changes in line with client expectations.
The Client Manager will meet the following skillset:
- IMC Certified as well as a degree (preferably 2:1) or equivalent is desired.
- Experience in Investment Management including client services, sales support, and knowledge of current investment market and economic issues.
- Ability to build strong relationships with external clients/contacts across all levels.
- Institutional client experience and detailed Institutional Investment product knowledge (LDI, Cashflow matching, Credit, Real Assets, and Index funds).
- Experience with workflow management and strong overall Investment knowledge including an understanding of the different investment vehicle options.
- Highly organized, proactive, and able to work on own initiative.
- Highly team-oriented and possess a good level of ‘gravitas’ and resilience.
The company offers excellent benefits including a competitive bonus structure. If you believe your experience meets the criteria, please apply with a copy of your CV.
Institutional Client Manager in City of London employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client Manager in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its clients thoroughly. Understand their products and services inside out so you can showcase your knowledge and how you can add value to their team.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Institutional Client Manager in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the job description. Highlight your experience in investment management and client services, and don’t forget to mention any relevant qualifications like your IMC certification.
Showcase Your Relationship Skills: Since building strong relationships is key for this role, include examples of how you've successfully managed client relationships in the past. We want to see your ability to connect with clients and understand their needs.
Demonstrate Technical Knowledge: Be sure to mention your understanding of investment products and market trends. This shows us that you’re not just a people person but also have the technical chops to back it up.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Mason Blake
✨Know Your Clients
Before the interview, research the company’s biggest clients and their investment strategies. Understanding their decision-making processes and long-term objectives will help you demonstrate your ability to build strong relationships and provide tailored support.
✨Showcase Your Technical Knowledge
Brush up on your knowledge of the company’s products and services, as well as current market trends. Be prepared to discuss how these elements can impact client relationships and investment strategies, showcasing your expertise in areas like LDI and Credit.
✨Prepare for Real-World Scenarios
Think of examples from your past experience where you successfully managed client relationships or identified sales opportunities. Use the STAR method (Situation, Task, Action, Result) to structure your responses, making it easy for the interviewer to see your value.
✨Bring Your A-Game to Meetings
Devise a mock meeting pack that you could present to a client. This shows initiative and gives you a chance to demonstrate your organisational skills and understanding of what makes a successful client meeting, which is crucial for the role.
