LDI CLIENT RELATIONSHIP EXECUTIVE
Suitable candidates will understand and be able to discuss derivatives products and strategic modelling with key clients.
You will own and co-ordinate the successful resolution of client enquiries from start to finish, liaising and utilising expertise from around the business in order to meet deadlines.
Other accountabilities include:
- Provide high level technical support, demonstrating an understanding of a clients' decision making process and long term objectives. Be able to answer complex queries as well as identify business opportunities and threats.
- Identify and follow up on leads and sales opportunities with the intention of maximising revenue.
- Attend meetings and conference calls where required and take sole responsibility for audit and operational meetings when opportunities arise.
- Demonstrate a high level of technical knowledge in areas such as services available and competitors in the market.
- Develop and maintain knowledge of the current investment market, economic issues and the firm's views, enabling you to discuss solutions with clients and consultants.
- Prepare meeting packs for client meetings and new business pitches using your knowledge of the client and product range
- Proactively work with areas of expertise around the business to project manage ad-hoc queries, data requests and client change, thought to completion and in line with client expectations.
- Produce and check legal documentation, reports and client specific data relevant to the clients' investment strategy.
- Proactively research and understand the strategy of competitors, their market direction and the impact this has on the business.
- Continually seek areas of improvement, identifying and implementing efficiencies as well as taking an active role in projects that will benefit both clients and the business
Profile of Ideal Candidate:
- Strong academic background
- Experience within the investment management industry including providing an exceptional level of client service and sales support.
- Experience of working with derivatives based solutions.
- Demonstrable track record of dealing with external clients and building significant relationships with external contacts up to and including senior levels.
- Preferably have experience within the pensions industry
- Workflow management experience
- Institutional client experience
- Excellent overall Investment knowledge including an understanding of the different investment vehicle options
- Excellent interpersonal skills
- Excellent negotiation skills
- Excellent written and verbal communication skills
- Detailed knowledge of current investment, market and economic issues
- Excellent facilitation and meeting skills, being able to discuss complex/technical concepts
- Excellent IT skills
- Detailed Institutional Investment product knowledge and Index funds knowledge
- Project management experience
- Excellent presentation skills
- Must possess a high level of ‘gravitas’ and maturity
- Highly team-orientated
- Work to and share best practice
- Highly organised
- Proactive and proven to work on your own initiative
- High attention to detail
- Client focussed
- Ability to work effectively under pressure
- Can do attitude
Ref NR7262
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