CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
We would like to hear from individuals with around 2-4 years' experience in client services/relationship management, gained while employed at a leading global or European asset management house, or within RFP Writing and who would like to move into a relationship management role. This will be to cover UK institutional clients (including investment consultants), supporting senior Sales Directors and providing a first class client experience.
Our client manages a range of equity and fixed income strategies and has been sucessfully expanding operations within the UK and wider Europe for some time. The role would be ideal for someone looking to gain exposure to a client relationship management environment and duties will include a variety of responsibilities revolving around both new and existing clients.
Assist in managing relationships, both externally with clients but also internally across the business with your peers across distribution and the investment teams.
Cross-sell to generate new investment opportunities.
Ensure that clients receive a first class service.
Project manage the on-boarding of new clients.
Deal with any queries or questions.
Liaise closely with investment teams and the wider sales group.
It is essential that you can demonstrate:
The ability to communicate with stakeholders of all levels
Excellent attention to detail
Solid previous experience of building long-term relationships on the buy-side, with the view to both maintaining existing relationships and developing new business
Knowledge of equity and/or fixed income asset classes
Excellent project management and rapport building skills
We are looking for individuals who are able to demonstrate a flair for building relationships and are genuinely interested in the UK institutional space.
To be considered for this role it is essential that you have had relevant experience.
Internal Number: 6236700
eFinancialCareers is a career site specializing in financial services.