Client Manager

  • Competitive package
  • London, England, United Kingdom
  • Permanent, Full time
  • Non-disclosed
  • 18 Feb 19

Develop and maintain exceptional level of relationship and sales support to clients on behalf of Client Directors, acting as the first port of call for a client in their absence The successful candidate will have detailed Institutional Investment product knowledge, LDI, Cashflow matching, Credit, Real Assets and Index funds knowledge

• Own and co-ordinate the successful resolution of client enquiries, liaising and utilising expertise from around the business
• Provide high level technical support, demonstrating an understanding of a client’s decision making process and long term objectives. Be able to answer complex queries as well as identify business opportunities and threats
• Identify and follow up on leads and sales opportunities with the intention of maximising revenue
• You will become a mentor for one or more of your team. You will assist with their training and development and also become an additional escalation point
• You will be responsible for reviewing and signing off draft instructions for the team and your peers
• Attending meetings and conference calls where required and take sole responsibility for audit and operational meetings when opportunities arise
• Demonstrate a high level of technical knowledge in areas such as products, brand, services and competitors in the market. Develop and maintain knowledge of the current investment market, economic issues and the firm’s views, enabling you to discuss solutions with clients and consultants.
• Prepare meeting packs for client meetings and new business pitches
• Maintain excellent working relationships around key business areas at all times
• Work with areas of expertise around the business to project manage ad-hoc queries, data requests and client change, through to completion in line with client expectations