Investment Relationship Director
5 days ago
This pivotal role will support the business's strategic growth objective by credibly representing the business and our various investment capabilities locally and globally. As a Client Director, you will be responsible for developing and managing existing strategic relationships and partnerships with the wholesale market.
Key Responsibilities- Develop Strategic Relationships: Develop and maintain strong relationships with existing and potential clients, understanding their goals, risk tolerance, and investment preferences.
- Deliver High-Quality Client Solutions: Collaborate with internal teams to deliver high-quality client solutions, meeting and exceeding client expectations.
- Manage Client Visits: Manage client visits, monthly and quarterly client reporting, undertaking client presentations, and participating in industry events.
- Respond to Ad Hoc Client Queries: Respond to ad hoc client queries, ensuring efficient and timely resolution.
- Work with the Wholesale Team: Work closely with the Wholesale Team to execute the business strategy, drive business growth, and deliver exceptional client experiences.
- Postgraduate Degree: A postgraduate degree in finance or a related field (CFA, MBA, or Master's preferred).
- Senior Client-Facing Experience: Minimum 7-10 years of relevant senior client-facing experience in asset management or investment consulting.
- Commercial Acumen: Strong commercial acumen and business insight, solid understanding of investment products and the wholesale landscape.
- Exceptional Listening Skills: Exceptional listening skills to understand client needs and goals.
- Collaboration: Collaboration is critical in investment management; fostering a cohesive working environment.
- Results-Driven Mindset: Results-driven mindset focused on achieving results and exceeding client expectations.
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