At a Glance
- Tasks: Manage client funds, ensuring compliance and building strong relationships with stakeholders.
- Company: Dynamic investment management firm based in London.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity for career growth and involvement in innovative projects.
- Why this job: Join a growing team and make a real impact in investment management.
- Qualifications: 8+ years of industry experience and relevant professional qualifications.
The predicted salary is between 70000 - 90000 £ per year.
My client is seeking to hire a Client Relationship Manager to join their growing team in London. This role is responsible for managing a portfolio of investment funds, ensuring ongoing oversight and compliance with legal, regulatory and fiduciary obligations while building strong client and stakeholder relationships.
Key Responsibilities
- Manage the day-to-day oversight of a portfolio of client funds, reviewing delegated service provider reporting and ensuring appropriate follow-up actions.
- Build and maintain strong relationships with clients, fund boards and key service providers, including investment managers, administrators, distributors and depositaries.
- Coordinate monthly, quarterly and annual reporting, establishing effective reporting frameworks, KPIs and service level agreements.
- Maintain compliance and fund governance policies, ensuring regular review and updates.
- Oversee the preparation and review of financial statements and related documentation, working closely with administrators and auditors ahead of board approval.
- Attend quarterly board meetings, presenting governance and oversight reports, key issues and regulatory updates.
- Manage board and client communications, escalating matters where required and liaising with internal stakeholders.
- Monitor fund budgets, expenses and variances, and support projects including fund launches, closures and service provider transitions.
- Keep up to date with regulations, ensuring regulatory changes are communicated and implemented effectively.
- Contribute to process improvements, technology enhancements and wider business initiatives to support operational excellence.
Skills required
- Achieved a recognised professional or third level qualification that is relevant to the role.
- At least 8+ years of relevant industry experience in a funds service or funds management organization.
- Knowledge of UCITS, AIFMD, MiFID or similar regulated fund structures.
- Gained good operational experience within a depository/custodian/fund accounting/transfer agency environment.
- Possesses good knowledge of either front office investment management role or experience in the operations of the middle and back-office functions of an investment manager.
- Ability to develop and maintain relationships with clients.
Client Relationship Manager - Investment Management employer: Red Island Recruitment
Join a dynamic and forward-thinking investment management firm in London, where we prioritise employee development and foster a collaborative work culture. Our commitment to excellence is reflected in our comprehensive benefits package, which includes professional growth opportunities, flexible working arrangements, and a supportive environment that encourages innovation and teamwork. As a Client Relationship Manager, you will play a pivotal role in shaping client experiences while enjoying the unique advantages of working in one of the world's leading financial hubs.
