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For Companies At a Glance
- Tasks: Oversee client relationships and ensure smooth fund administration for institutional clients.
- Company: Join a leading asset management firm focused on delivering tailored solutions to clients.
- Benefits: Enjoy competitive pay, professional development opportunities, and a collaborative work environment.
- Why this job: Be a trusted advisor in finance, impacting clients while working with industry experts.
- Qualifications: 10 years' experience in client services or fund operations; knowledge of UCITS funds required.
- Other info: Ideal for those passionate about financial markets and looking to thrive under pressure.
The predicted salary is between 54000 - 84000 £ per year.
Responsibilities
- Play a strategic role in overseeing client relationships, ensuring operational efficiencies and smooth fund administration.
- Operate as a trusted advisor to institutional clients, offering solutions tailored to their requirements.
- Manage all aspects of client servicing for a book of UCITS investors (including onboarding, transitions, closings etc.).
- Collaborate with internal stakeholders on new fund launches.
- Coordinate fund documentation (e.g. KIIDS, factsheets, financial statements).
- Ensure compliance with all regulatory requirements by coordinating with fund boards, 3rd-party administrators and regulatory bodies.
- Act as a subject matter expert on UCITS, providing input on implementing best practices and streamlining processes.
Requirements
- c.10 years’ experience in institutional client services, investor relations or fund operations within asset management.
- Proven working knowledge of UCITS funds including regulatory requirements, fund governance and reporting.
- Excellent communication skills with the ability to collaborate with senior stakeholders and institutional clients.
- Effective project manager with problem-solving ability.
- Passion for financial markets.
- Ability to perform under pressure.
Institutional Client Manager employer: William Blake Group
Contact Detail:
William Blake Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client Manager
✨Tip Number 1
Network with professionals in the asset management industry, especially those who have experience with UCITS funds. Attend industry events or webinars to connect with potential colleagues and learn more about the latest trends and best practices.
✨Tip Number 2
Familiarise yourself with the specific regulatory requirements and compliance standards related to UCITS funds. This knowledge will not only boost your confidence but also demonstrate your expertise during interviews.
✨Tip Number 3
Prepare to discuss your previous experiences in client servicing and fund operations. Be ready to share specific examples of how you've successfully managed client relationships and navigated challenges in the past.
✨Tip Number 4
Showcase your project management skills by discussing any relevant projects you've led or contributed to. Highlight your problem-solving abilities and how you've effectively collaborated with various stakeholders to achieve successful outcomes.
We think you need these skills to ace Institutional Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in institutional client services, investor relations, or fund operations. Emphasise your knowledge of UCITS funds and any specific achievements that demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial markets and your ability to manage client relationships. Use specific examples from your past experiences to illustrate how you can add value to the company.
Highlight Communication Skills: Since excellent communication skills are crucial for this role, ensure your application reflects your ability to collaborate with senior stakeholders and institutional clients. Consider including examples of successful collaborations or presentations you've led.
Showcase Problem-Solving Abilities: In your application, provide examples of how you've effectively managed projects and solved problems under pressure. This will demonstrate your capability to handle the responsibilities outlined in the job description.
How to prepare for a job interview at William Blake Group
✨Showcase Your Expertise in UCITS
Make sure to highlight your knowledge of UCITS funds during the interview. Be prepared to discuss regulatory requirements and fund governance, as this will demonstrate your suitability for the role.
✨Emphasise Your Client Relationship Skills
Since the role involves managing client relationships, share specific examples of how you've successfully built and maintained relationships with institutional clients in the past. This will show that you can be a trusted advisor.
✨Demonstrate Your Project Management Abilities
Prepare to discuss your experience in project management, especially in relation to onboarding and transitions. Highlight any challenges you've faced and how you overcame them to ensure smooth operations.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills under pressure. Think of situations where you've had to make quick decisions or adapt to changing circumstances, and be ready to explain your thought process.
