Institutional Client Service Manager

UBP - Union Bancaire Privée; Greater London; On-site; GBP 70,000 - 95,000; Full time

Job summary

UBP - Union Bancaire Privée is seeking a dynamic Client Service Manager for the UK to act as the primary contact for Institutional and Wholesale clients. You will drive client relationships, collaborate with sales, and ensure top-tier service across the client lifecycle.

You will work with Investment Management, Operations, Legal and Compliance to meet client needs, while promoting Salesforce adoption and CRM excellence in a fast-paced, globally connected environment.

Qualifications

• Minimum 5 years of experience in client services, relationship management or business development within asset management.
• Knowledge of investment products and strategies for Institutional and Wholesale clients (UCITS, segregated mandates, alternatives).
• Strong understanding of the UK Institutional and Wholesale investor landscape and its evolution.

Responsibilities

• Client Relationship Management: build and maintain trust-based relationships with Institutional and Wholesale clients.
• Sales Support: contribute to the design, implementation and monitoring of the regional sales strategy.
• Collaborate with internal teams including Portfolio Management, Operations, Legal and Compliance to meet client requirements at every stage of the client lifecycle.
• Act as primary contact for clients, addressing requests, queries and reporting requirements g in a timely and professional manner.
• 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.
• CRM / Salesforce Champion: promote best practices and drive adoption within the region.
• Ensure the accuracy, completeness and integrity of all client data within the CRM system; design and maintain dashboards and reports.

Skills

CRM / Salesforce

Client relationship

Sales support

Data analysis

Microsoft Excel

Fluency in English

French proficiency

Education

Bachelor's degree

IMC certification

Tools

Salesforce

Microsoft Excel

Job description

• CRM / Salesforce Champion

Job Title - Asset Management 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 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. With a requirement to interface with clients and internal stakeholders including: Investment Management professionals, Investment Specialists, Operations, Product and Compliance teams. The objective is 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

• 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.
• 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.
• CRM / Salesforce Champion
• Serve as the regional Salesforce champion, promoting best practices and driving adoption, being an advocate for and showcasing 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 etc.).
• 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.

Qualifications

• Bachelor degree in a relevant field.
• IMC certification strongly preferred for this role.

Languages

• Fluency in English is essential.
• Proficiency in French is a strong advantage.