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The role will involve developing relationships with clients and also demonstrating a deep level of investment strategy-specific knowledge which will be conveyed to consultants, clients and prospects. The Manager role will involve the creation of materials and communications across a range of formats to help keep all interested parties well informed. It will also involve collaborating and supporting the business development, consultant and client service teams in their efforts. Â
The firmâ€™s business depends on providing our clients with excellentÂ long termÂ investment performance and first class client service. The Clients Department is responsible forÂ liaisingÂ with our existing clients and developing relationships toÂ attract potential new clients.Â Specifically, our Client Contacts seek to build excellent relationships by understanding their client's specific needs.Â In order to do this, Client contacts need to develop a detailed investment and portfolio knowledge and be proactive and responsive, whichÂ allows our investors to focus on investing.Â The Clients Department functions as a number of small teams working together to provide our clients with the highest possible level of customer service.
Knowledge, Skills and Experience Required:
Experience and knowledge:-
Developing and managing relationships with clients and potential clients
A strong interest in investment (essential) and ideally experience in an investment, research or client facing investment role
Relevant experience of working in the asset management industry
Abilities and skills:-
Strong presentation skills and ability to deliver impactful presentations
Strong written communication skills
Flexibility and enthusiasm to participate as part of a team to achieve a common goal
The full Investment Management Certificate (IMC) and CISI Level 6 Fund Management Module or CFA Level 1.Â Equivalent level 6 qualifications in a relevant subject area will be considered
Competencies (not limited to):-
Thinking and Judgement
Confidence and Self-Belief
Internal Number: 11389420
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