Senior Client Relationship Executive (Strategic Team) recruitment

Role Responsibilities

• Provide an exceptional level of relationship and sales support service to internal and external clients, focusing on a portfolio of the company’s most complex clients who would typically invest in Active Fixed Income and LDI strategies.

• Understand and be able to discuss derivatives products and strategic modelling with strategies clients, acting as the first port of call for a client in the Client Relationship Manager’s absence

• 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

• Provide high level technical support, demonstrating an understanding of a client’s decision making process and long term objectives. Be able to answer complex queries as well as identify business opportunities and threats

• Indentify 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 the company’s products, brand, services and competitors in the market. Develop and maintain knowledge of the current investment market, economic issues and the company’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 the company’s 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

Background Experience

The successful candidate must have:

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted