Client Service Executive, Asset Management
This highly reputable, top performing asset manager is looking to attract an accomplished Client Services Executive to support a team of Client Directors servicing a strategic institutional client base within their Distribution division.
As Client Services Executive, you will be accustomed to delivering a customised, dedicated proactive service to strategic clients and will be experienced in supporting the business development process and ensuring an appropriate client service proposition is offered and provided to existing clients as well a identifying and cross selling new business opportunities.
Working alongside a team of existing Client Executives and Client Directors you will be responsible for an allocated portfolio of strategic accounts supporting products and services to include Fully Unitised, Property, Segregated Fixed Income, Segregated UK Equities, Liability Driven Investments and Multi-Asset mandates.
Client Services Executives will be experienced in the preparation of quarterly reporting and presentation material, for client meetings, processing of cash receipts, withdrawals and managing cash balances, and oversee new and existing client on boarding to name just a few tasks.
In addition, candidates will demonstrate current Regulatory, Compliance and Risk knowledge and will have a financial related degree coupled with professional qualifications to include IAQ, IMC or equivalent.
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