Client Relationship Manager


London - West End
Permanent
Job Reference
247866/001

To identify, plan and develop new relationships by promoting the firm's full range of capabilities. This will involve presenting to clients and to a variety of audiences as a representative of and/or an independent investment professional. The successful candidate will be able to bring a significant level of investable assets to the business and will be expected to grow this book to mutually agreed targets.

Key responsibilities:

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Have a strong existing book of institutional and private clients which is transferable and/or a viable business plan to grow your business
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Prospect new buy-side client opportunities through a deep understanding of client requirements
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Generate leads through established channels as well as prospecting through direct marketing
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Provide financial solutions to meet client needs and offer a range of services to address clients' requirements
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Ensure conformity with global and market standards of service, regulatory compliance and front-office procedures
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Actively promote the company brand, introducing all relevant services to clients
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Work closely with the Asset Management and Trading desks

Skills and qualifications

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Track record of successfully building a client base
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Experience of managing and handling the needs of institutional clients and individuals/families
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Strong analytical skills and proven ability to develop and maintain client relationships
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Background in institutional sales, sell-side broker relationship management
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Strong relationship and communication skills
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Strong knowledge of the financial services industry
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Highly organized with a strong work ethic, ability to adjust to a dynamic workload and appropriately manage stressful situations
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Language fluency for the markets you are proposing to cover
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Regulatory knowledge, particularly at a local level
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Ideal candidate will be flexible, driven and able to thrive in a team environment

Regulated role

This role is deemed as a certified role under the FCA - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

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