Key Responsibilities:

• Independently lead client engagements to understand investment needs, provide high-level service expertise, and run client meetings.
• Cultivate and execute cross-sell opportunities, partnering with Business Development Managers to analyse client portfolios and attend portfolio reviews.
• Develop a deep understanding of the industry, market, and client marketplace, including regulatory, accounting, tax, and asset allocation considerations.
• Manage client expectations, develop team members, and demonstrate leadership skills.
• Work closely with subject matter experts, partner with other functional areas, and liaise with internal parties to ensure compliance and address client issues.
• Ability to think strategically on firm wide projects relating to the growth and development of the business

Ideal Candidate:

• Strong academic background, relevant professional qualifications (i.e. CFA) will be advantageous
• 7+ years of relevant professional experience in building and managing client relationships. Experience in the Wealth/Sub-Advisory channel is beneficial.
• Excellent communication and presentation skills is key, as is the ability to operate calmly under pressure.
• Proficiency in Salesforce, Excel, and Outlook
• Fluency in English and a second European language is preferred

This is an excellent opportunity to work with a leading investment management firm, in a collaborative and dynamic environment.

Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.

At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.