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Director, Wealth & Asset Management
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|Sector||Wealth & Asset Management|
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.
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 clients 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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