Client Relationship Manager

Mason Blake; London; On-site; USD 66,000 - 121,000; Full time

Job summary

An established industry player is seeking a dynamic Relationship Manager to join their growing team in the investment management sector. This role offers a unique opportunity to enhance your professional network while working within a highly collaborative environment. You will be responsible for nurturing client relationships, providing insights on market trends, and identifying new business opportunities. If you have a passion for wealth management and a track record of success in relationship management, this position could be your next great career move. Join a firm that values your contributions and supports your professional growth.

Qualifications

• 5+ years of experience in wealth management, preferably with charities.
• Strong communication skills for liaising with clients and stakeholders.

Responsibilities

• Develop and support relationships with private clients, conducting suitability reviews.
• Educate clients on market trends and make strategic asset allocation recommendations.

Skills

Relationship Management

Client Communication

Market Insights

Lead Generation

Education

CISI: Private Client Investment Advice and Management Certificate Level 6

Job description

An exciting position has arisen to join a growing team at a reputable Investment Management firm as a Relationship Manager. This is an excellent opportunity for candidates wishing to expand their network, joining a firm in an exciting growth phase within a highly collegiate and collaborative team.

Key Responsibilities:

1. Support existing and develop new relationships with private clients, having a comprehensive understanding of a client’s particular business objectives – conducting suitability reviews where needed.
2. Acting as a key point of contact for a book of clients, regularly responding to enquiries from both prospective and existing investors.
3. Educate clients on market outlooks, insights and macro-economic trends, leveraging them to make strategic recommendations on asset allocation.
4. Identifying opportunities to generate new leads and opportunities.
5. Gather and review investor feedback to assess opportunities to improve client experience and satisfaction.

Candidate Profile:

1. At least 5 years of experience within the wealth space in a relationship management capacity, preferably working with Charities clients.
2. Must hold the CISI: Private Client Investment Advice and Management Certificate Level 6 Qualification.
3. Excellent communication skills, both verbal and written, and ability to liaise with internal and external stakeholders.
4. Able and willing to travel as and when necessary.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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