Client Manager, UK Institutional

  • £60,000 - £70,000
  • London, England, United Kingdom
  • Permanent, Full time
  • William Blake Consulting Ltd
  • 11 Mar 19

A leading global investment management organisation are looking to hire a Client Manager to join their UK client services team. This role will be an integral part of the sales support process, supporting client directors and acting as a senior point of contact for UK institutional clients.

  • Develop and maintain exceptional level of relationship and sales support to clients on behalf of Client Director’s, acting as the first port of call for a client in their absence.
  • 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 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 businesses 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.
  • 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.
  • Oversee and assist with the production of legal documentation, reports and client specific data relevant to the client’s investment strategy.

Skills Required


  • Technical / Professional Qualifications - IMC
  • Experience within the investment management industry including providing an exceptional level of client service and sales support
  • Demonstrable track record of dealing with external clients and building significant relationships with external contacts up to and including senior levels
  • Institutional client experience
  • Strong overall Investment knowledge including an understanding of the different investment vehicle options
  • Good negotiation skills
  • Strong interpersonal skills
  • Excellent written communication skills
  • Knowledge of current investment market and economic issues