Relationship Manager – Client Services – Investment Management

Kite Human Capital; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading Investment Management firm in London is seeking a Relationship Manager to oversee key relationships with strategic partners in the UK financial adviser market. The ideal candidate should possess experience in client-facing roles, preferably within investment management, and have a strong enthusiasm for relationship management.

Qualifications

• Proven track record in Relationship Management within Investment Management.
• Experience conducting face-to-face client meetings.

Responsibilities

• Build and maintain relationships with key distributor groups.
• Produce key reports and data as required by the business.
• Develop excellent sector relationships and understand competitors.

Skills

Relationship Management

Client-facing roles

CRM systems

Event planning

Marketing experience

Job description

Relationship Manager – Client Services – Investment Management

Kite Human Capital, London, United Kingdom

Relationship Manager – Client Services – Investment Management

My client, a leading Investment Management firm, is seeking a Relationship Manager to manage key relationships with strategic partners in the UK financial adviser market. The ideal candidate will have a proven track record and enthusiasm for relationship management, preferably within the buy side.

Key Responsibilities:

• Build and maintain relationships with key distributor groups in financial services
• Ensure partners are updated with essential information
• Produce key reports and data as required by the business
• Develop and sustain excellent sector relationships and understand competitors

Key Skills/Experience:

• Experience in Relationship Management or client-facing roles within Investment Management
• Experience conducting face-to-face client meetings
• Proficiency with CRM and MI systems
• Event planning and marketing experience
• Exposure or interest in the tax-efficient marketplace is a plus but not essential

About Kite Human Capital

We focus on working with top talent who care about delivering value and uphold a strong reputation. If you are committed, thrive on challenges, and seek exciting opportunities, contact us to find your next role.

We pride ourselves on integrity and honesty, placing client value at the core of our decisions.

Achievements:

• 2023 – Winner ‘Most Innovative Recruitment Agency’
• 2023 – Winner ‘Best Banking/Professional Service’
• 2018 – Winner ‘Best Client Service’
• 2017 – Winner ‘Agency of The Year’
• 2017 – Winner ‘Banking & Financial Services Agency’
• 2016 – Winner ‘Banking & Financial Services Agency’

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