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Support all UK and Irish prospect institutional clients
Attend clients meeting and ensure preparation for client/consultants meetings including research and development of customised deliverables
Deal with adhoc queries and information requests such as performance data
Coordinate RMs meetings and follows up
Join relationship managers at various events and meetings and follow up with clients
Oversight of RFPs and DDQs
Take a proactive role in a number of different projects
Oversee monthly pipeline meetings using Salesforce
Conduct research analysis on market wide initiatives and competitor analysis
Work closely with marketing in relation to any planned client communication and events and assist on client focused content
To be considered for this role you will have extensive experience in Investment Management and understand the UK institutional market. You will have experience in a Relationship Management Support or Sales Support and have the ability to demonstrate your ability to build strong long term relationships. You will have strong Investment product knowledge. Exception communication and client facing skills are essential. You will be degree level educated and IMC qualified.
Internal Number: 5920548
About Mayford James
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