Job Details
Client Relationship Manager
(LF 12343)
Our client, an independent fund management company, is seeking to recruit a Client Relationship Manager to assist with all aspects of managing existing and developing new client relationships, with a view to increasing assets under management.
Responsibilities will include:-
- To project manage the ongoing development of sales programmes based on the company's business strategy.
- To maintain comprehensive records of all client relationship management and business development activities undertaken, which records are to be accessible by the directors.
- To assume day to day responsibility for the promotion of the company's full range of investment management services.
- To assist in the preparation of presentations and promotional material to be used in the promotion of the range of investment management services.
- To regularly meet with existing clients (either corporate or private) to report on investment performance, current investment strategy and market view and relevant company information.
- To assist with, and assume responsibility for, the preparation of standard reporting information to be used at regular review meetings.
- To attend and participates in monthly investment management meetings.
This role is very much a Sales & CRM role, with the sales aspect being particular to new client development. Applicants must have previous relevant experience.
If you would like more information, please call 711188 to speak to a consultant, or email your enquiry and CV to jobs@leapfrogjobs.com
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