Global Client Relationship Manager recruitment
Description:
The successful candidate will be responsible for managing and enhancing the Company’s Institutional Client Relationships with a global focus and will act as a central focus for all client servicing activities including dealing with client requests in a timely and proactive together with providing a value-add service.
Core Responsibilities:
- Supporting Client Directors to manage relationships and liaising with clients and consultants
- Managing, anticipating and responding to client queries effectively and without delay
- Acting as a principal point of contact for selected clients
- Managing and integrating new clients globally
- Building and strengthening relationships with clients and consultants
- Attending meetings to support the Client Directors
- Preparing presentations / meeting notes
- Identifying cross-selling opportunities and pre-empting issues
- Understanding investment matters / issues to ensure informed discussion with clients
- Managing a range of client servicing activities
- Creating side letters and managing changes to guidelines for pooled and segregated clients
- Maintaining updated client records, invoices and producing accurate pipeline reporting
- Co-ordinating and detailing investment restrictions with clients and respective consultants
- Highlighting mandate breaches and managing / escalating potential risks to the business
- Setting up new client accounts on systems, performing due diligence
- Updating central records for Regulatory purposes and report as appropriate
- Working collaboratively with team colleagues and Sales, Marketing, Product and Operations
- Provide stream of regular insight regarding client’s requirements to central team
Core Skills:
- Excellent communication and networking skills
- Ability to prioritise work to achieve the highest standard of output with high accuracy levels
- Ability to extract information from client instructions and key onto accounting system
- Client focus – maintains focus on client needs and is flexible when trying to exceed expectations
- Team work – is supportive of colleagues and willing to share ideas and listen
- Information gathering – knows where to get relevant information and will use all available sources
- Attention to detail – takes thorough approach. Checks work and ensures 100% accuracy
- Planning organising – schedules daily work and does not rely on others to prioritise activities
- Communicating influencing – explains things clearly whether verbally or in writing.
- Preference for Action – takes ownership for work and will see things through.
- Responsibility – demonstrates strong work ethic and initiative. Looks for opportunities to create value.
- Tenacity – copes well with high volumes of work and thrives in a fast-paced work environment.
Core Requirements:
- Proven track record in institutional client relationship management and/or servicing with a global focus
- Solid understanding of investment markets, instruments and economics
- Understanding of segregated account structures and pooled client relationships
- Deep understanding of investment related / contract aspects of segregated and pooled arrangements
- Proven ability to deal with key institutional clients and their consultants with credibility and authority.
- Global mindset and appreciation of operating in various cultures
- Proactive approach to identifying and solving a vast range of problems
- Educated to degree level, with relevant experience in an investment related role
- IMC or CFA qualified
Core-Asset Consulting offer specialist recruitment services to the Investment Banking, Financial Services, Secretarial Support, and Human Resources markets across Scotland.
"People are the core asset of every business"
August 19, 2012
• Tags: Asset Management careers in the UK, Global Client Relationship Manager recruitment • Posted in: Financial