At a Glance
- Tasks: Be the go-to person for client relations, events, and marketing materials.
- Company: Join a reputable alternative investment management house expanding globally.
- Benefits: Competitive salary and opportunities for career growth in a dynamic environment.
- Other info: Ideal for ambitious individuals looking to advance in the investment management sector.
- Why this job: Make an impact in a fast-paced, collaborative setting while developing your skills.
- Qualifications: 1-2 years in RFP/Client Services with attention to detail and project management skills.
The predicted salary is between 29700 - 36300 £ per year.
A highly reputable alternative investment management house is expanding globally and is looking for an RFP & Client Relations Executive to join their collaborative team.
The RFP & Client Relations Executive, reporting directly to the Head of Client Relations, will take responsibility for the following duties:
- Being a key point of contact for the Sales team in organising roadshows, co-ordinating events and conferences as well as supporting in investor meetings.
- Producing compelling and engaging marketing materials, pitch decks and presentations in line with business needs.
- Supporting in the response to any and all client queries and responses, taking responsibility for bespoke and standard RFP responses.
- Maintaining consultant databases as well as using CRM systems to identify new leads, generating a pipeline from pre-sales to close.
- Ad-hoc operational duties, involving client reporting and oversight of the on-boarding process.
The Client Relations Executive must have the following qualifications:
- 1-2 years of experience in an RFP/Client Services within the asset management sector.
- Strong knowledge of institutional markets with an exceptional attention to detail.
- Detail oriented, collaborative and able to manage multiple projects across deadlines.
- Understanding and experience working within the alternatives space preferred but not essential.
- Able to work in a fast-paced environment, committed to providing unwavering and timely client service in a client-driven, collegiate environment.
This is an ideal opportunity for an ambitious RFP & Client Relations Executive professional looking to propel their career in a growing and unique investment management business.
If you believe your experience meets the criteria of RFP & Client Relations Executive, please apply with a copy of your CV.
Note
This is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.
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RFP and Client Relations Executive employer: Mason Blake
Mason Blake is an excellent employer that fosters a collaborative and innovative work culture in the heart of London. Employees benefit from comprehensive professional development opportunities, a supportive team environment, and the chance to contribute to impactful marketing initiatives that resonate with investors. With a focus on quality and continuous improvement, this role offers a rewarding experience for those looking to grow their careers in marketing operations.
StudySmarter Expert Advice🤫
We think this is how you could land RFP and Client Relations Executive
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
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.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Mason Blake. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace RFP and Client Relations Executive
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 Mason Blake.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mason Blake'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 Mason Blake
✨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 Mason Blake.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Mason Blake will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Mason Blake 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.
