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- Tasks: Build and nurture relationships with private clients while providing market insights.
- Company: Reputable Investment Management firm in an exciting growth phase.
- Benefits: Competitive salary, professional development, and a collaborative team environment.
- Why this job: Expand your network and make a real impact in the wealth management space.
- Qualifications: 5+ years in relationship management, preferably with Charities clients.
- Other info: Dynamic role with opportunities for travel and career advancement.
The predicted salary is between 43200 - 72000 £ per year.
An exciting position has arisen to join a growing team at a reputable Investment Management firm as a Relationship Manager. This is an excellent opportunity for candidates wishing to expand their network, joining a firm in an exciting growth phase within a highly collegiate and collaborative team.
Key Responsibilities:
- Support existing and develop new relationships with private clients, having a comprehensive understanding of a client’s particular business objectives – conducting suitability reviews where needed.
- Acting as a key point of contact for a book of clients, regularly responding to enquiries from both prospective and existing investors.
- Educate clients on market outlooks, insights and macro-economic trends, leveraging them to make strategic recommendations on asset allocation.
- Identifying opportunities to generate new leads and opportunities.
- Gather and review investor feedback to assess opportunities to improve client experience and satisfaction.
Candidate Profile:
- At least 5 years of experience within the wealth space in a relationship management capacity, preferably working with Charities clients.
- Must hold the CISI: Private Client Investment Advice and Management Certificate Level 6 Qualification.
- Excellent communication skills, both verbal and written, and ability to liaise with internal and external stakeholders.
- Able and willing to travel as and when necessary.
Client Relationship Manager in London employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Be prepared for interviews by researching the firm and its clients. Understand their business objectives and think about how you can add value. We recommend practising common interview questions and preparing your own questions to show your interest and insight.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and mention something specific from your conversation that resonated with you.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re always looking for passionate individuals who want to grow with us in this exciting phase of our company.
We think you need these skills to ace Client Relationship Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Relationship Manager role. Highlight your experience in relationship management and any relevant qualifications, like the CISI Level 6. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our growing team. Be sure to mention your understanding of client objectives and market insights.
Showcase Your Communication Skills: Since excellent communication is key for this position, make sure your written application reflects that. Keep your language clear and professional, but don’t be afraid to let your personality shine through. We love a bit of character!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Mason Blake
✨Know Your Clients
Before the interview, research the firm’s existing client base and their specific needs. Understanding the types of clients they work with, especially in the charity sector, will help you demonstrate your ability to support and develop those relationships effectively.
✨Showcase Your Communication Skills
As a Client Relationship Manager, communication is key. Prepare examples of how you've successfully communicated complex information to clients in the past. Practise articulating your thoughts clearly and confidently, as this will be crucial during the interview.
✨Be Ready to Discuss Market Trends
Brush up on current market outlooks and macro-economic trends relevant to investment management. Be prepared to discuss how these factors influence asset allocation decisions, as this will show your expertise and ability to educate clients effectively.
✨Demonstrate Your Problem-Solving Skills
Think of specific instances where you've identified opportunities for improvement in client experience or satisfaction. Be ready to share these examples, highlighting your proactive approach and ability to generate new leads, which are essential for this role.
