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For Companies At a Glance
- Tasks: Manage relationships with institutional clients and provide top-notch service.
- Company: Join a leading investment management firm known for excellence.
- Benefits: Enjoy competitive pay, professional development, and potential remote work options.
- Why this job: Be part of a dynamic team that values client service and innovation.
- Qualifications: Experience in the institutional marketplace and knowledge of pension funds required.
- Other info: IMC or CFA qualification is a plus; passion for client service is essential.
The predicted salary is between 43200 - 72000 £ per year.
A leading investment management firm is looking for an experienced Client Manager to join their Institutional Client team. This role will involve supporting complex client relationships, providing a first-class service to investors.
Duties of the role include:
- Deliver an outstanding client management experience to a book of institutional clients.
- Act as the key point of contact for investor queries, working closely with Client Directors.
- Provide high-level technical support, demonstrating an understanding of a client’s decision-making process and long-term objectives.
- Identify and follow up on leads and sales opportunities.
- Prepare and customize materials for client meetings and attend when required.
- Ensure various projects are controlled using effective communication and coordination.
- Help promote the firm in the institutional marketplace.
Experience in the institutional marketplace and strong knowledge of pension funds is required. Investment management or consultancy industry experience is also necessary. Knowledge of derivative and/or LDI products would be a plus. The IMC or CFA qualification is desirable. Applicants should be able to demonstrate a passion for client service, with the ability to perform well under pressure.
Insitutional Client Manager employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insitutional Client Manager
✨Tip Number 1
Familiarise yourself with the latest trends in the institutional investment landscape. Understanding the current challenges and opportunities faced by pension funds will help you engage more effectively during interviews.
✨Tip Number 2
Network with professionals in the investment management sector, especially those who work with institutional clients. Attend industry events or webinars to build connections that could provide insights or referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your ability to understand client needs and deliver tailored solutions, as this is crucial for the role.
✨Tip Number 4
Stay updated on the firm's recent projects and initiatives. Being knowledgeable about their work will not only impress during interviews but also demonstrate your genuine interest in contributing to their success.
We think you need these skills to ace Insitutional Client Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Institutional Client Manager. Familiarise yourself with the key skills required, such as client relationship management and knowledge of pension funds.
Tailor Your CV: Customise your CV to highlight relevant experience in investment management or consultancy. Emphasise your understanding of the institutional marketplace and any qualifications like IMC or CFA that you possess.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to handle complex client relationships. Use specific examples from your past experiences to demonstrate how you meet the job requirements.
Highlight Technical Skills: If you have knowledge of derivative and/or LDI products, make sure to mention this in your application. Highlighting technical skills can set you apart from other candidates and show your suitability for the role.
How to prepare for a job interview at Mason Blake
✨Understand the Institutional Landscape
Familiarise yourself with the institutional marketplace, especially pension funds. Research recent trends and challenges in investment management to demonstrate your knowledge during the interview.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed complex client relationships in the past. Highlight your ability to provide exceptional service and support, as this is crucial for the role.
✨Demonstrate Technical Knowledge
Be ready to discuss your understanding of derivative and LDI products. If you have relevant qualifications like IMC or CFA, mention them and explain how they enhance your capability in this role.
✨Prepare for Scenario-Based Questions
Anticipate questions that assess your problem-solving skills and ability to handle pressure. Think of specific scenarios where you identified leads or managed projects effectively, and be prepared to share these experiences.
