Client Relationship Manager

Experience

5+ years’ experience in a Client Servicing role. Experience within Financial Services, whether Asset Management, Broking, Banking etc, a plus.
A provable interest in Asset Management across asset types and strategies including Hedge Funds, Private Markets and Real Assets, as well as the public capital markets.
Demonstrable experience of delivering workflow to a high standard in a timely and accurate manner.
Excellent communication and interpersonal skills with both internal and external parties.
Excellent organisational and writing skills.
A self-starter with the ability to take the initiative on projects.
A high standard of professionalism in the workplace is a given.
Relevant qualifications such as the IMC, CAIA or CFA, a plus.

Responsibilities

Conduct client facing meetings to discuss the firmsservice in order to assess the quality of service.
Engage with clients in order to understand their business, asset raising targets and synergies with the firms service.
Document client interactions and communicate these back to managers in the Research Team.
Work closely with managers and senior colleagues to effectively communicate client needs and translate those needs into deliverable projects for the team.
Take charge of client deliverables.
Work with managers across the Research and DataTeams to implement client requests and deliver results to clients.
Work on enhancing the service and client retention strategies.

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