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Client Relationship Assistant

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Salary Competitive
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/KH/26695
Contact Kirsty Pineger
Date posted 07-08-2017

We now have an exciting opportunity for someone who is skilled within the Institutional Client Services area of Asset Management.

You will be working for one of the biggest asset managers in Europe and a major global player. As a Junior Relationship Manager, you will be working in a team to service clients needs to provide a more technical service than the regular client service teams. Your aim as a junior Relationship Manager will be to cross sell products whilst continually growing the business.

This role offers great opportunity for progression within the industry and working with a large asset manager gives a whole host of benefits.

Key responsibilities:
• Performing efficient and effective service and sales support to the relationship managers, whilst acting as first point of call for clients in their absence
• Giving successful resolution of client enquiries and liaising and utilizing expertise from around the business
• Provide technical support, demonstrating an understanding of a client’s decisions and objectives as well as identifying business opportunities and threats then follow up on leads and sales opportunities
• Build a keen knowledge of products, brand, services and competitors in the market
• Oversee the production of certain documentation surrounding the role and take sole responsibility for audit and operational meetings when opportunities arise
• Work with different areas of the business to project manage ad-hoc queries, data requests and client change

Key skills include:
• Degree qualified, or equivalent
• Previous experience of servicing clients in an asset management background
• Sound knowledge of the investment process and the different investment vehicles available desirable experience with institutional products

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Contact Kirsty about this job

Director, Wealth & Asset Management