Job Title: Institutional 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 Global Institutional 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, as well as other internal stakeholders -including investment management professionals, investment specialists, operations, product and compliance teams - 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
1. 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.
2. 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.
3. CRM / Salesforce Champion
- Serve as the regional Salesforce champion, promoting best practices and driving for the adoption, active and 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, …)
- 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 PowerPoint, and ability and willingness to learn and adopt and adapt to new tools.
- Proficiency in the use of AI tools is an advantage.
Languages
- Fluency in English is essential.
- Proficiency in French is a strong advantage.
- IMC certification strongly preferred for this role.
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Institutional Client Service Manager employer: Union Bancaire Privée
Union Bancaire Privée (UBP) is an exceptional employer that prioritises employee development and a collaborative work culture in the heart of London. With a strong commitment to regulatory excellence, UBP offers comprehensive training and growth opportunities, ensuring that employees are well-equipped to navigate the complexities of investor protection compliance. The company fosters an inclusive environment where innovative ideas are valued, making it an ideal place for professionals seeking meaningful and rewarding careers.
