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Institutional client services - contract

Crawley
MW Recruitment Limited
Service
Posted: 24 April
Offer description

A well established Investment Manager is seeking an experienced Institutional relationship manager to join the International Institutional team in London on a fixed-term maternity cover. This is a pivotal client-facing role focused on delivering exceptional client experience, deepening strategic relationships and supporting the growth and the institutional client base


Main Duties


Act as the senior day-to-day steward of the overall client experience across a portfolio of international institutional relationships

Serve as the principal contact for clients, delivering responsive, high-quality and solutions oriented relationship management tailored to clients’ unique needs.

Build trusted relationships with key client stakeholders and influencers through consistent, insightful and consultative engagement.

Provide clients with thoughtful access to institutional investment strategies, market insights, events and broader firm resources.

Maintain a strong working knowledge of investment strategies, market developments and relevant industry trends.

Lead regular discussions with clients on investment performance, portfolio developments and market dynamics in partnership with the investment team.

Coordinate and optimise client meetings, reviews and consultations to ensure a well prepared, high-impact client interaction.

Record client activity accurately within Salesforce and prepare periodic reporting on engagement activity and relationship priorities.


Experience Required


Bachelor’s degree required; degree in finance, economics, business or a related discipline preferred.

5+ years of relevant experience in institutional relationship management, client service or a comparable role within asset management or a related industry.

Demonstrated success managing complex institutional client relationships with a high degree of professionalism and commercial judgement.

Familiarity with direct institutional asset owners, investment consultants and global institutional distribution channels.

Strong track record of building credibility with sophisticated institutional investors and other professional allocators.

Strategic, consultative and relationship-led approach, with an inquisitive mindset, strong influencing skills and sound decision-making judgement.

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