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Senior Client Relationship Executive

Salary Competitive
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/KH/25329
Contact Kirsty Pineger
Date posted 30-01-2017

Our client, a leading Investment Management firm, is seeking an experienced Senior Client Relationship Executive to provide relationship and sales support to clients.

Key Responsibilities

• Act as deputy for the Relationship Manager
• Develop and manage relationship and sales support to clients, and manage client enquiries
• Identify clients’ objectives and actions to deliver technical support
• Provide solutions for complex queries, manage other queries, data requests and client change
• Identify business opportunities, threats, leads and sales opportunities
• Prepare meeting materials for client meetings and business pitches

Skills and Expertise

• Extensive experience in client service and sales support
• Institutional client experience
• Investment Management background
• Proven senior stakeholder management experience
• Experience in dealing with external clients
• Workflow management experience
• Educated to University degree level or equivalent

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Contact Kirsty about this job

Director, Wealth & Asset Management