1. Client Manager
2. Investment management
About Our Client
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.
3. Acting as a trusted point of contact for Castlefield clients, ensuring they receive exceptional service and support
4. Leverage your investment knowledge to assist in managing client portfolios
5. 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
6. Articulating our services to clients and identifying business opportunities based on their needs
7. Ensuring client-facing documents are accurate and appropriate for the client
8. Obtaining information from third-party providers
Job Description
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.
9. Managing all relationships with portfolio clients
10. Using investment knowledge to assist in managing client portfolios
11. Supporting with the creation of strategies to meet client's financial objectives
12. Identifying business new opportunities based on client's needs
13. Using back office systems to ensure all data is kept up to date
14. Ensuring all client documentation is accurate and fit for purpose
15. Liaising with 3rd party providers
The Successful Applicant
The successful applicant must meet the following criteria:
16. Experience / knowledge of investment management, ideally with client-facing exposure
17. IMC or IAD qualification
18. Strong focus on client and customer service
19. Strong attention to detail and works to a high level of accuracy
20. Ability to work under pressure and work to tight deadlines
21. Ability to work with other teams and build relationships internally as well as externally
22. Good understanding of Excel
What's on Offer
The Client Manager role is offering:
23. £30,000-35,000
24. Up to 30 days holiday
25. Healthcare
26. Company pension scheme
27. Hybrid working
28. Life assurance
29. Salary sacrifice scheme