Client Relationship Manager

At M&G, our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients and superior shareholder returns.

Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

Client Relationship Manager

Department and team: UK Wholesale Sales, Distribution

Role reports to: UK Sales & Support Director

Purpose

To support the Regional Sales Directors in UK Wholesale Sales by providing predominantly office-based, technical support to clients helping to retain existing business and generate future sales.

Key Responsibilities:

1. First point of office-based contact for technical and operational queries from clients, responding by email or phone accordingly.
2. Manage regular schedule of updates to clients on the core funds, from bespoke pieces through to standardised monthly updates.
3. Occasional hosting of client meetings in Fenchurch Avenue or at clients' offices.
4. Support internal training / knowledge transfer across the wider M&G Prudential group.
5. Manage follow-ups to events that we host or present at with a view to gaining feedback or potential business leads for the team to convert.
6. Production of MI for team and wider business use on account holdings and trade analysis.
7. Production of invitations to clients and assistance with curation and delivery of regional roadshows.
8. Ad hoc support for Regional Sales Directors responding to short notice requests for fund information, commentary and client information.
9. Working closely with Marketing to help shape UK Wholesale campaign materials.
10. Manage own panel of clients, as agreed with Regional Sales Directors in line with regional business plan.

Experience Required

1. We are looking for you to have Asset Management experience, strong investment knowledge and to have ideally completed an industry qualification e.g. IMC (Investment Management Certificate).
2. For this role, you need the ability to understand and articulate complex investment messages in a digestible form. Strong presentation skills are important and experience of presenting to larger audiences will be advantageous.
3. Experience of sales and servicing of clients within the Asset Management industry would be advantageous.
4. In addition to proficiency in Microsoft PowerPoint and Excel, it is important for you to be flexible on your broader skills for example, Administration, Operations, Client Facing and Telephone.

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long-term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.