Institutional Client Solutions Manager — 12-Month FTC

Richmond Capital; Greater London; On-site; GBP 77,000 - 94,000; Full time

Job summary

Richmond Capital is seeking a proactive Client Solutions Manager to cover maternity leave in London. You will coordinate investor onboarding, due diligence and reporting, acting as a primary point of contact for institutional clients and consultants.

The role involves preparing presentations, managing RFPs and maintaining accurate CRM data. You will work with multiple teams to ensure timely, accurate investor communications, quarterly updates and materials while maintaining a high standard of

Qualifications

• Experience in institutional investment management or related financial services.
• Experience delivering client communications and investor relations
• Strong written communication, ability to manage RFPs and audits.

Responsibilities

• Act as key contact for existing clients and investors, handle enquiries and audits.
• Coordinate onboarding, due diligence and reporting with internal teams.
• Lead preparation of client presentations, pitchbooks and quarterly reports.

Skills

Institutional investment management

Client servicing

CRM (Salesforce)

PowerPoint

Excel

Written communication

Project management

Stakeholder management

Tools

Salesforce

Microsoft Office

Job description

Richmond Capital is seeking a proactive Client Solutions Manager to cover maternity leave in London. You will coordinate investor onboarding, due diligence and reporting, acting as a primary point of contact for institutional clients and consultants.

The role involves preparing presentations, managing RFPs and maintaining accurate CRM data. You will work with multiple teams to ensure timely, accurate investor communications, quarterly updates and materials while maintaining a high standard of