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Institutional Client Relationship Lead

Mason Blake

London

On-site

USD 60,000 - 108,000

Full time

21 days ago

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Qualifications

  • Experience in managing institutional client relationships and knowledge of pension funds.
  • Energetic and motivated attitude with a passion for client service.

Responsibilities

  • Deliver outstanding client management experience to 25-30 institutional clients.
  • Act as key point of contact for investor queries and support Sales Directors.

Skills

Client Management
Institutional Marketplace Experience
Knowledge of Pension Funds
Investment Management Experience
Knowledge of Derivative Products
CFA Qualification

Education

CFA Qualification
Job description

A leading investment manager is looking for an experienced Client Manager to join their team. This role will involve supporting various institutional client relationships and maintaining the excellent reputation the company has with clients.

Key elements of the role include:

  1. Deliver an outstanding client management experience to institutional clients, managing 25-30 clients.
  2. Act as the key point of contact for investor queries, working closely with Client Directors.
  3. Support Sales Directors based across regions to deliver an exceptional sales experience.
  4. Ensure various projects are controlled using effective communication and coordination.
  5. Help promote the firm in the institutional marketplace.

Skills required:

  1. Experience in the institutional marketplace and strong knowledge of pension funds.
  2. Investment management or consultancy industry experience.
  3. Knowledge of derivative and/or LDI products.
  4. The CFA qualification is desirable.

Applicants should be able to demonstrate an energetic, motivated and sociable attitude, with the ability to perform well under pressure. Successful candidates will have a high level of intellectual curiosity and a passion for the financial markets and client service.

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