Client Director - Institutional Investment

JR United Kingdom; Wakefield; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading investment management firm is seeking a Client Director in Wakefield to manage a substantial client portfolio as part of their growth strategy in 2025. The ideal candidate will demonstrate expertise in multi-asset investments and strategic client relationship management to drive revenue and expand service offerings in the institutional market.

Qualifications

• Experienced in managing portfolios and client relationships.
• Proven track record in revenue generation and strategic management.
• Background in advisory-style investment solutions preferred.

Responsibilities

• Focus on asset-side solutions for a portfolio of significant clients.
• Grow revenue streams and effectively cross-sell services.
• Collaborate with teams for integrated investment solutions.

Skills

Client Relationship Management

Multi-Asset Investment Expertise

Revenue Growth

Cross-Selling

Collaboration

Job description

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Client Director - Institutional Investment, Wakefield

Client:

IGA Talent Solutions

Location:

Wakefield, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

IGA Talent Solutions is partnered with a large investment management business with a significant presence in the global institutional market.

Their services include portfolio management, trading, transitions management, risk management, and hedging, catering to clients such as insurance companies, sovereign wealth funds, and endowments across various countries. In 2025, they are also strategically expanding into the wealth management sector.

We seek an experienced, senior-level professional (Client Director or Senior Director) with multi-asset investment expertise and a proven track record in strategic client relationship management. The ideal candidate will have a history of growing revenue streams within their client base, cross-selling services, and collaborating effectively across teams. The role focuses on asset-side solutions and involves managing an active portfolio of clients generating significant annual revenue.

This position may suit a senior client relationship manager or client director experienced in providing integrated, advisory-style investment solutions in the institutional market. Alternatively, candidates from investment consulting firms seeking to shift from liability work to a broader client base are encouraged to apply.

The firm is growing, successful, and ambitious, making this role crucial to their 2025 success.

If you'd like to learn more, please reply to this advert or send a note to [emailprotected]