We are working with an investment firm based in Manchester to recruit a Client Manager to join their back-office function.
Client Details
The firm is a leader in investment and asset management services, with over £60bn worth of assets under management, and takes an ethical view on sustainability, offering employees a great working environment with a focus health and well-being as well as training and development opportunities.
Acting as a trusted point of contact for Castlefield clients, ensuring they receive exceptional service and support
Leverage your investment knowledge to assist in managing client portfolios
Working alongside other Client Managers following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances
Articulating our services to clients and identifying business opportunities based on their needs
Ensuring client-facing documents are accurate and appropriate for the client
Obtaining information from third-party providersDescription
As Client Manager you will be part of a team that builds, maintains and develops strong relationships with clients, acting as the main point of contact for the firm, and overseeing the end to end client lifecycle.
Managing all relationships with portfolio clients
Using investment knowledge to assist in managing client portfolios
Supporting with the creation of strategies to meet client's financial objectives
Identifying business new opportunities based on client's needs
Using back office systems to ensure all data is kept up to date
Ensuring all client documentation is accurate and fit for purpose
Liaising with 3rd party providersProfile
The successful applicant must meet the following criteria:
Experience / knowledge of investment management, ideally with client-facing exposure
IMC or IAD qualification
Strong focus on client and customer service
Strong attention to detail and works to a high level of accuracy
Ability to work under pressure and work to tight deadlines
Ability to work with other teams and build relationships internally as well as externally
Good understanding of ExcelJob Offer
The Client Manager role is offering:
£(phone number removed)
Up to 30 days holiday
Healthcare
Company pension scheme
Hybrid working
Life assurance
Salary sacrifice scheme