Client Relationship Manager

ISE Partners; England; On-site; GBP 28,000 - 32,000; Full time

Job summary

A prestigious investment management firm is seeking a Client Service Manager in Mayfair. This role involves supporting Portfolio Managers and ensuring excellent client service. Candidates should have a 2:1 degree and at least one year of experience in financial services. An interest in investment management is essential. The role is office-based, with a salary of £28,000 – £32,000 and excellent benefits.

Benefits

Excellent benefits

Social perks

Qualifications

• Experience in financial services for at least one year.
• Genuine interest in investment and wealth management.
• Evidence through CISI study, finance society, or personal investing.

Responsibilities

• Act as first point of contact for clients.
• Support onboarding, KYC, and suitability reviews.
• Prepare fund performance analysis and client meeting materials.
• Partner with investment managers on client interactions.
• Uphold data integrity, accuracy, and reporting standards.

Skills

Attention to detail

Organisational skills

Team player

Commercial curiosity

Education

2:1 or First-Class degree

Job description

🌟 Graduate Opportunity: Client Service Manager – Investment Management 🌟

Location: Mayfair, London (Office-based, 5 days per week)

Salary: £28,000 – £32,000 + Excellent Benefits + Social Perks

Start Date: August 2025

Are you a high-achieving Russell Group graduate with a genuine passion for investment management, portfolio construction and wealth preservation?

Have you already gained experience through internships or a graduate scheme in investment administration, client services, or financial operations? If you’re hungry to carve out a long-term career in wealth management, this could be the perfect launchpad.

We are representing a prestigious Mayfair-based investment management firm that works closely with High Net Worth Individuals and families. They are seeking an ambitious Client Service Manager to support their team of exceptional Portfolio Managers. This is a unique opportunity to gain hands‑on exposure to both the front-line of client relationships and the operational engine of investment management.

The Role

You will play a pivotal role in supporting Portfolio Managers and their clients, ensuring seamless service and precision across all touchpoints. This is not just an administrative role—it’s a chance to develop the grounding, knowledge, and professional polish required for a future career in investments.

Day-to-day responsibilities will include:

• Acting as the first point of contact for valued private clients, building trusted long-term relationships
• Supporting onboarding, KYC and suitability reviews, ensuring full compliance with regulations
• Preparing fund performance analysis, valuation reports, and client meeting materials
• Partnering with Investment Managers on client interactions, diaries, and meeting preparation
• Upholding the highest standards of data integrity, accuracy, and reporting

What We’re Looking For

• A 2:1 or First-Class degree (Finance, Economics, or related discipline preferred; Russell Group or equivalent calibre)
• At least one year’s experience in financial services (internships, placement years, or graduate schemes welcomed)
• Evidence of a genuine interest in investment and wealth management – perhaps through CISI study, a finance society, or personal investing
• Exceptional attention to detail and organisational skills, with the confidence to liaise with HNW clients and intermediaries
• A natural team player with professional polish, commercial curiosity, and ambition to progress in wealth management