Relationship Manager

Leverton Search; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic professional to lead client engagements and manage relationships in a collaborative environment. This role offers the chance to work closely with industry experts, drive strategic initiatives, and enhance client satisfaction. If you have over seven years of experience in client management and a strong academic background, this position provides an excellent opportunity for career growth in a leading investment management firm. Join a team that values equity and equal opportunities, making a significant impact in the investment landscape.

Qualifications

• 7+ years of experience in client relationship management.
• Relevant professional qualifications like CFA are advantageous.

Responsibilities

• Lead client engagements and understand investment needs.
• Cultivate cross-sell opportunities with Business Development Managers.

Skills

Client Relationship Management

Strategic Thinking

Communication Skills

Presentation Skills

Fluency in a Second European Language

Education

Relevant Professional Qualifications (e.g., CFA)

Strong Academic Background

Tools

Salesforce

Excel

Outlook

Job description

Job Description

Key Responsibilities:

1. Independently lead client engagements to understand investment needs, provide high-level service expertise, and run client meetings.
2. Cultivate and execute cross-sell opportunities, partnering with Business Development Managers to analyse client portfolios and attend portfolio reviews.
3. Develop a deep understanding of the industry, market, and client marketplace, including regulatory, accounting, tax, and asset allocation considerations.
4. Manage client expectations, develop team members, and demonstrate leadership skills.
5. Work closely with subject matter experts, partner with other functional areas, and liaise with internal parties to ensure compliance and address client issues.
6. Think strategically on firm-wide projects related to the growth and development of the business.

Ideal Candidate:

• Strong academic background; relevant professional qualifications (e.g., CFA) are advantageous.
• 7+ years of relevant professional experience in building and managing client relationships. Experience in the Wealth/Sub-Advisory channel is beneficial.
• Excellent communication and presentation skills, with the ability to operate calmly under pressure.
• Proficiency in Salesforce, Excel, and Outlook.
• Fluency in English and a second European language is preferred.

This is an excellent opportunity to work with a leading investment management firm in a collaborative and dynamic environment.

Due to increased applications, we apologise that you may not receive a response unless you meet the criteria.

Our company prioritises equity throughout the recruitment process. We are committed to fairness and equal opportunities for all candidates. Please let us know if we can make the process more accessible to you.