At a Glance
- Tasks: Build strong client relationships and drive business growth in asset management.
- Company: Dynamic asset management firm focused on client service excellence.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity to work with top professionals and advance your career in a fast-paced environment.
- Why this job: Join a team that values client relationships and innovation in asset management.
- Qualifications: 5+ years in client services with strong communication and analytical skills.
The predicted salary is between 56700 - 69300 £ per year.
- CRM / Salesforce Champion
- Job Title - Asset Management Client Service Manager
- Location - United Kingdom
- Regions Covered - United Kingdom
- Client Segments - Institutional & Wholesale
About The Role
We are looking for a dynamic and client-focused professional to join our Client Services team as Client Service Manager for the UK.
Based in the UK, you will serve as a key point of contact for Institutional and Wholesale clients across these strategically important markets, driving strong client relationships and contributing to the growth of our business.
You will work in close collaboration with the salespersons responsible for developing business in the region.
With a requirement to interface with clients and internal stakeholders including: Investment Management professionals, Investment Specialists, Operations, Product and Compliance teams.
The objective is to deliver an outstanding client experience at every stage of the client lifecycle, while also playing an active role in business development and CRM strategy.
Key Responsibilities
- Client Relationship Management
- Build and maintain strong, trust-based relationships with Institutional and Wholesale clients.
- Work collaboratively to launch and sustain global and local business consultant partnerships and initiatives.
- Act as the primary point of contact for clients, addressing their requests, queries and reporting requirements in a timely and professional manner.
- Work collaboratively with internal teams including: Portfolio Management, Operations, Legal and Compliance to meet client requirements at every stage of the client lifecycle.
- Sales Support
- Contribute actively to the design, implementation and monitoring of the regional sales strategy.
- Structure and coordinate the sales effort across all stages of the client lifecycle.
- Conduct market segmentation, lead qualification analysis and develop prospecting plans to support client acquisition initiatives.
- CRM / Salesforce Champion
- Serve as the regional Salesforce champion, promoting best practices and driving adoption, being an advocate for and showcasing best practice use of CRM.
- Ensure the accuracy, completeness and integrity of all client data within the CRM system.
- Design and maintain dashboards and reports that provide a clear view of pipeline activity, client engagement and team performance.
- CANDIDATE PROFILE
Experience & Knowledge
- Minimum 5 years of experience in client services, relationship management or business development within asset management.
- Familiarity with investment products and strategies relevant to Institutional and Wholesale clients (UCITS, segregated mandates, alternatives etc.).
- A good understanding of the UK Institutional and Wholesale investor landscape and its evolution.
Skills & Competencies
- Good interpersonal and communication skills.
- Proactive with strong initiative and autonomy.
- Strong analytical mindset with experience in data analysis and reporting.
- Highly organised with the ability to manage multiple priorities and work effectively in a fast-paced, globally matrixed environment.
- Commercially driven, with a client-first approach and a proactive attitude towards business development.
- Proficiency in Microsoft Office suite, particularly Outlook, Excel and Power Point, and ability and willingness to learn and adopt and adapt to new tools.
- Proficiency in the use of AI tools is an advantage.
Qualifications
- Bachelor degree in a relevant field.
- IMC certification strongly preferred for this role.
- Languages
- Fluency in English is essential.
- Proficiency in French is a strong advantage.
- #J-18808-Ljbffr
Asset Management Client Service Manager in London employer: UBP - Union Bancaire Privée
Union Bancaire Privée is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets tradition. As a Founding Product Manager, you will have the unique opportunity to shape the future of digital banking while benefiting from a culture that prioritises collaboration, professional growth, and employee well-being. With a commitment to developing cutting-edge solutions and a focus on secure, client-friendly services, you'll be part of a forward-thinking team that values your contributions and fosters career advancement.
Contact Details:
UBP - Union Bancaire Privée Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Asset Management Client Service Manager in London
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We think you need these skills to ace Asset Management Client Service Manager in London
Some tips for your application 🫡
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