At a Glance
- Tasks: Manage client funds, ensuring compliance and building strong relationships with stakeholders.
- Company: Dynamic investment management firm in London with a focus on growth.
- Benefits: Competitive salary and benefits package, plus opportunities for professional development.
- Other info: Exciting role with opportunities for process improvements and career advancement.
- Why this job: Join a thriving team and make a real impact in the investment management sector.
- Qualifications: 8+ years in funds service, with relevant qualifications and operational experience.
The predicted salary is between 60000 - 80000 £ 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 & service providers and work with them to navigate challenges and resolve issues.
Competitive salary and benefits.
Client Relationship Manager - Investment Management in London employer: Red Island Recruitment
Join a dynamic and forward-thinking investment management firm in London, where your expertise as a Client Relationship Manager will be valued and nurtured. With a strong emphasis on employee growth, our collaborative work culture fosters innovation and excellence, providing you with the opportunity to build meaningful relationships while ensuring compliance and governance in a supportive environment. Enjoy competitive salaries and benefits, alongside the chance to contribute to impactful projects that shape the future of investment management.
