Relationship Manager – Client Services – Investment Management

My client, a leading Investment Management business, are seeking a Relationship Manager to help manage key relationships with their strategic partners in the UK financial adviser market.  They are seeking candidates with a track record and enthusiasm of relationship management, preferably working withing the buy side.

Key Responsibilities:

• Build relationships with key distributor groups operating within financial services
• Work with key partners to ensure that they are up to date with key information
• Managing event requirements including presentation synopses, slide decks etc
• Producing key reports and data requires by the business
• Building and maintaining excellent relationships within sector and competitors

Key Skills/Experience:

• Experience of working within a Relationship Management or client facing role within Investment Management
• Experience conducting face to face client meetings
• Experience of using CRM and MI systems
• Event planning and marketing
• Any exposure to the tax efficient marketplace or interest in the area is preferable but not essential

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