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Relationship manager – client services – investment management

London
Kite Consulting Group
Investment manager
Posted: 13 July
Offer description

Relationship Manager – Client Services – Investment Management


Relationship Manager – Client Services – Investment Management


Kite Consulting Group provided pay range

This range is provided by Kite Consulting Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.


Base pay range

Direct message the job poster from Kite Consulting Group

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 within 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
* Producing key reports and data required 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

We are unashamedly focused on working with only the best people, who care about customer value and maintain a fantastic working reputation. If you are someone that is committed to working hard to achieve great results, views challenge as an exciting opportunity and wants to work in some of the best possible assignments then please get in touch, we’d love to help you find your next position.

We pride ourselves on rock solid integrity and honesty, and place client value at the centre of every decision we make.

2023 – Winner ‘Most Innovative Recruitment Agency’

2018 - Winner Best Client Service

2017 - Winner Agency of The Year


Seniority level

* Seniority level

Not Applicable


Employment type

* Employment type

Full-time


Job function

* Job function

Finance, Customer Service, and Other

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