Client Manager
Our client, who has built up an impressive portfolio of complex, multi billion pound clients, is seeking to expand to meet growing demand driven by an impressive track record of beating liability benchmarks.
Responsibilities
- Relationship management and development for fiduciary and advisory clients
- Leading complex strategic advisory mandates day-to-day and supporting Directors on the largest clients, working closely with structurers and portfolio managers
Experience and Qualifications
- Likely to have 5 to 8 years’ experience in an investment focused role, ideally in a strategic advisory role
- Understanding of LDI/liability hedging strategies
- CFA or FIA likely
Attractions:
- Varied and challenging role offering greater client responsibility and involvement in the investment process than is typical at larger, more mature organisations.
- Fantastic client base either signed up to fiduciary or willing to act on advice (no maintenance-only legacy clients), and no conflicts between fiduciary and advisory as services developed in parallel.
- Growing firm in a burgeoning market so huge scope for career development.
Role would ideally suit an ambitious investment consultant ready to take step up in client responsibility and get actively involved in the investment process.
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