Job Description

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POSITION PURPOSE

• This position will provide servicing and sales support to the UK Distribution efforts in building a diversified business, with a focus on the intermediary team.

• The successful applicant will have the opportunity to be part of a vibrant team working in a fast paced and friendly environment with several Relationship Managers (RMs) both telephone and field based across multiple regions (primarily London), and will be an integral part of making sure the region runs smoothly by supporting the RMs in a variety of ways including meeting preparation and follow up, reporting and research, Salesforce management, managing pipeline and opportunities and liaising with other teams across the business such as RFP, Presentations, Marketing and Operations.

• We are looking for a driven and ambitious individual with a genuine appetite for Investment Management and a passion to learn more about funds, financial markets and the industry. Outstanding communication and organisational skills along with excellent attention to detail and being able to multi task and work calmly in a fast paced environment is essential. The ability to build long lasting relationships both internally and externally is also very important for the role.

Principal Responsibilities

• Provide client service and sales support (generally office-based) of a high quality for the team’s intermediary clients and relationship managers, adhering to standardised sales management best practices including effective sales territory and diary management, and working to activity targets and minimum client servicing requirements. This includes:

  • Responding to ad-hoc client requests within an agreed service level

  • Facilitating the implementation and/or delivery of client reports

  • Requesting Requests for Proposal, Due Diligence questionnaires or any non-standard presentation materials for anticipated client sales pitches, meetings or events

  • Proactively planning for and attending client meetings as appropriate

  • Completing any client/internal meeting notes and follow-up as agreed with the relationship manager

  • Providing support for other RMA’s

  • Covering adhoc requests from the Institutional Relationship Managers (overflow and holiday cover)

  • Maintaining client records and contacts in a Client Relationship Management system

  • Using excellent judgment in involving the relationship manager to facilitate issue resolution and proactively proposes/provides solutions to problems

  • This responsibility requires extensive phone and email correspondence therefore a high level of effective communication is compulsory

• Assist relationship managers in preparation for client meetings, ensuring client kits and internal notes are delivered to a high standard and in good time. This responsibility will involve liaison with multiple internal groups as well as clients, requiring excellent organizational skills and ensuring the production of high quality documents/information. Where appropriate, the RMA may also attend and/or host client meetings.

• Liaises closely with Global Marketing in relation to any planned client communication or events and assists with client-related preparation. The incumbent will be responsible for preparing, together with the relationship managers, details of client contacts for any communication and for following up after any event or activity as assigned.

• Attends internal client co-ordination meetings along with the relationship manager, ensuring any pertinent information is recorded within the client records and that any important updates are circulated to the RM team and other key stakeholders.

• Builds a thorough understanding of key investment strategies and establishes relationships with the investment teams. Develops detailed understanding of the applicable investment vehicle structures.

• Proactively identifies and raises suggestions for improvements to the quality and effectiveness of processes and customer service. The incumbent may be required to participate in or represent the UK Intermediary team and its clients in wider team/departmental projects and goals.

PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS

Required:

• 2+ years of total relevant work experience

• Ability to quickly identify internal and external client needs/expectations and propose solutions, leveraging outstanding active listening and related skill sets

• Demonstrated ability to comprehend and effectively adapt to new internal/external client information and situations

• Strong team player, ability to work in partnership with RMs and other RMAs

• Sound judgment, problem solving and excellent organizational and time management skills

• Highly effective communication (verbal and written), collaboration and influencing skills

• Driven to achieve firm and client priorities...motivation, enthusiasm, perseverance and resilience are hallmark personal traits

• Capacity to effectively manage and deliver on multiple tasks/projects, both strategic and tactical

• Strong interpersonal skills that enable effective initial rapport-building with internal and external clients

• Ability to establish genuine, collaborative long-term relationships with internal and external clients

• Demonstrates high ethical standards in all interactions

• Evident investment market acumen and interest

Preferred:

• IMC

• CISI International Certificate in Wealth & Investment Management

This role is eligible for hybrid work, withup tooneday a week from home.