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- Tasks: Manage key client relationships and enhance client service in a dynamic investment management environment.
- Company: Join a leading UK-based single-family office with a supportive team culture.
- Benefits: Professional development opportunities and a chance to grow your career in investment management.
- Why this job: Make a real impact by improving client relationships and investment strategies.
- Qualifications: RDR level 4 qualification, degree level education, and relevant industry experience preferred.
- Other info: Flexible team environment with opportunities for career progression.
The predicted salary is between 36000 - 60000 £ per year.
The successful individual will work in a team responsible for the management of some key client relationships within a UK-based single-family office and their executive team. In addition to the management of a portion of the existing overall client book, the role will include direct client communication and interaction with various stakeholders. Simultaneously, the role will work closely with various colleagues within our business to improve processes and deliver the desired client service and proposition. The position reports to a Partner within the Client Management team.
This is an excellent opportunity for a motivated individual who wishes to progress their career in investment management within a professional and supportive environment.
PRINCIPAL ELEMENTS AND ACCOUNTABILITIESSome of the key role responsibilities include:
- Maintaining, servicing and enhancing relationships with the clients and executive team in their family office. This includes, but is not limited to, attending meetings with clients and interested parties, providing information, answering ad-hoc queries and providing various updates verbally as well as by written communication.
- Implementation, monitoring and reviewing client investment strategies as determined by the SFIM Investment Team.
- Keeping up to date with technical/product knowledge and effectively communicating investment strategies and solutions.
- Taking responsibility to ensure communication to clients is accurate, appropriate and delivered in a timely manner, including emails, letters and reports.
- Applying knowledge of systems and procedures to shape efficient ways of managing client investment portfolios.
- Accurate administrative duties covering payments, trades, preparing client meeting documentation whilst adhering to operational and compliance processes.
- Promoting and adhering to robust Operating Procedures.
You are responsible for adhering to the operating procedures of the business as written and providing enhancements and changes to the procedures as and when identified. It is essential that any such changes are properly documented.
QUALIFICATIONS AND EXPERIENCE- RDR relevant level 4 qualification or above maintaining an up-to-date Statement of Professional Standing (SPS).
- Degree level or equivalent, 5 years industry experience desirable.
- Experience in assisting with and/or managing client investment portfolios.
- Experience in working with systems and procedures within an investment management company.
- Ability to work flexibly within a small team, whilst engaging with different parts of a business.
- Attention to detail, accuracy and thoroughness in order to maintain high levels of client service.
- Excellent communication skills, including an ability to explain data and information in a clear and concise manner that is suitable for the audience (clients, third parties and colleagues across the business).
- Ability to produce complex and detailed information ensuring clients and other stakeholders understand the data provided.
- Comfortable with face-to-face client meetings and experience of explaining technical information to clients in an understandable manner.
- Ability to build positive and constructive relationships.
- Accustomed to changing focus quickly and adapting to changing demands and managing transitions from task to task effectively.
- Understanding of the financial services industry and investment markets.
Client Relationship Manager- 12 Months FTC in London employer: Stonehage Fleming Group
Contact Detail:
Stonehage Fleming Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager- 12 Months FTC in London
✨Tip Number 1
Networking is key! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. You never know who might have a lead on your dream job!
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can clearly explain who you are and what you bring to the table. Keep it concise and engaging – you want to leave a lasting impression!
✨Tip Number 3
Follow up after meetings or interviews. A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. Plus, it’s a great opportunity to reiterate your interest in the role!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace Client Relationship Manager- 12 Months FTC in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Relationship Manager role. Highlight your experience in managing client relationships and any relevant qualifications that match the job description. We want to see how you fit into our team!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, it's crucial to demonstrate your excellent communication skills. Use clear and concise language in your application, and don’t shy away from sharing examples of how you've effectively communicated complex information in the past.
Highlight Your Attention to Detail: Attention to detail is key in this role, so make sure your application is free from typos and errors. We appreciate thoroughness, so take the time to proofread your documents before submitting them through our website.
Be Yourself!: We’re looking for motivated individuals who can bring their unique personality to our team. Don’t hesitate to let your character shine through in your application. Show us why you’re passionate about investment management and how you can contribute to our supportive environment!
How to prepare for a job interview at Stonehage Fleming Group
✨Know Your Clients
Before the interview, research the company and its key clients. Understand their investment strategies and the family office's goals. This will help you demonstrate your knowledge and show that you're genuinely interested in building strong client relationships.
✨Showcase Your Communication Skills
Prepare to discuss how you've effectively communicated complex information in previous roles. Use specific examples where you’ve tailored your communication style to suit different audiences, whether clients or colleagues. This is crucial for a Client Relationship Manager.
✨Demonstrate Attention to Detail
Be ready to provide examples of how your attention to detail has positively impacted client service in your past roles. Highlight any processes you've improved or errors you've caught that saved time or resources, as this aligns with the role's responsibilities.
✨Prepare for Scenario Questions
Think about potential scenarios you might face in the role, such as handling a difficult client or adapting to sudden changes in investment strategies. Practising your responses will help you feel more confident and show your problem-solving skills during the interview.
