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- Tasks: Lead and manage key institutional client relationships globally.
- Company: Join a prestigious investment management firm experiencing significant growth.
- Benefits: Enjoy a dynamic work environment with opportunities for career development.
- Why this job: Make an impact by enhancing client relationships and driving business success.
- Qualifications: 7+ years in global client servicing with strong communication skills required.
- Other info: Opportunity to work with Tier 1 clients and support team development.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
A prestigious investment management firm is looking for a Client Director to join their Client Group. This is a new role due to growth in the business.
The Client Director manages the firm’s key strategic institutional client relationships across global regions. Reporting into the Head of Client Group, you will be responsible for:
- Promote a client-centric ethos, agenda and culture firm wide and lead by example on relationship management best practice, client-centricity and collegiate behaviour.
- Build strong relationships with existing clients to maximise retention as well as establishing personalised relationships with new clients ensuring a consistent client experience.
- Deliver diversification and retention targets set out in the business strategy.
- Personalise relationships with Tier 1 clients and implement solutions to deepen them, identifying opportunities to cross sell.
- Actively participate in regular portfolio reviews with clients and/or consultants.
- Represent the breadth of investment capabilities and strategies offered by ensuring sustained knowledge of the product range, structures, systems, regulations and compliance elements.
- Support on-the-job training and career development of client servicing team members.
Candidate profile:
- At least 7 years’ experience in a global client servicing or relationship management position within a multi-asset asset manager.
- International exposure to segregated clients gained on a multi-cultural basis.
- Proven track record in leading sophisticated client relationships with strong communication and presentation skills.
- Deep knowledge of investment markets and products, with asset class expertise.
- Client focused with the determination to exceed expectations.
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Institutional Client Director employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client Director
✨Tip Number 1
Make sure to highlight your experience in managing institutional client relationships, especially in a multi-asset environment. Use specific examples from your past roles to demonstrate how you've successfully built and maintained these relationships.
✨Tip Number 2
Showcase your international exposure and ability to work with diverse clients. This role requires a global perspective, so be prepared to discuss how you've navigated different cultural contexts in your previous positions.
✨Tip Number 3
Emphasize your deep knowledge of investment markets and products. Be ready to discuss specific asset classes you have expertise in and how that knowledge has helped you serve clients better in the past.
✨Tip Number 4
Demonstrate your client-centric approach by sharing examples of how you've exceeded client expectations. Highlight any initiatives you've led that improved client satisfaction or retention rates.
We think you need these skills to ace Institutional Client Director
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities and expectations of the Client Director position. Highlight your relevant experience in client servicing and relationship management in your application.
Tailor Your CV: Customize your CV to reflect your experience in managing institutional client relationships, particularly in a multi-asset asset management context. Emphasize your achievements in client retention and diversification.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-centric approach and your ability to build strong relationships. Use specific examples from your past experiences to demonstrate how you have exceeded client expectations.
Highlight Relevant Skills: Make sure to highlight your strong communication and presentation skills, as well as your deep knowledge of investment markets and products. These are crucial for the role and should be evident in both your CV and cover letter.
How to prepare for a job interview at Mason Blake
✨Showcase Your Client-Centric Approach
Emphasize your commitment to a client-centric ethos during the interview. Share specific examples of how you've successfully managed client relationships in the past, focusing on how you prioritized their needs and exceeded their expectations.
✨Demonstrate Your Knowledge of Investment Markets
Be prepared to discuss your deep knowledge of investment markets and products. Highlight your expertise in various asset classes and how this knowledge has helped you build and maintain strong client relationships.
✨Prepare for Portfolio Review Scenarios
Since the role involves participating in regular portfolio reviews, practice discussing how you would approach these meetings. Think about how you would present investment strategies and address client concerns effectively.
✨Highlight Your Leadership Skills
As the position involves supporting the development of the client servicing team, be ready to talk about your leadership experience. Share instances where you've mentored others or led initiatives that improved client service.
