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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.
* Acting as a trusted point of contact for Castlefield clients, ensuring they receive exceptional service and support
* Leverage your investment knowledge to assist in managing client portfolios
* 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
* Articulating our services to clients and identifying business opportunities based on their needs
* Ensuring client-facing documents are accurate and appropriate for the client
* 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.
* Managing all relationships with portfolio clients
* Using investment knowledge to assist in managing client portfolios
* Supporting with the creation of strategies to meet client's financial objectives
* Identifying business new opportunities based on client's needs
* Using back office systems to ensure all data is kept up to date
* Ensuring all client documentation is accurate and fit for purpose
* Liaising with 3rd party providers
The Successful Applicant
The successful applicant must meet the following criteria:
* Experience / knowledge of investment management, ideally with client-facing exposure
* IMC or IAD qualification
* Strong focus on client and customer service
* Strong attention to detail and works to a high level of accuracy
* Ability to work under pressure and work to tight deadlines
* Ability to work with other teams and build relationships internally as well as externally
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