Mason Blake - Financial Search & Selection

Relationship Director (UK)

Sector: Investment Management / Distribution
Type: Permanent
Posted: August 27, 2010
Salary: £70, 000 - £95, 000
Location: London
Job ref: J9247

A large Asset Management firm is seeking a UK Relationship Manager to act as the client’s senior representative within the company and to be the focus for all information to and from the client.

The main responsibilities of the role will include:
- Attending all client meetings to discuss performance, industry and relationship issues, and where required attend with a Portfolio Manager or Product Specialist who will cover investment philosophy/process and the contributors to performance in finer detail
- Planning to meet the individual needs of the client by arranging a pre-meet with relevant individuals and ensuring high quality presentations are delivered to those attending the meetings.
- Keeping abreast of competitor activities and industry trends/issues and feed these back to colleagues
- Working alongside the UK Sales team and assisting with new prospects as required, which may included providing input to RFPs and the review of RFPs for quality and accuracy
- Being proactive in the client take on process, working alongside the Transitions team to assist with the negotiating and implementation of the Investment Management Agreement
- Retaining existing business and developing cross-selling opportunities with existing clients
- Continually reviewing client profitability and client risk. These areas should be continuously monitored and the appropriate profitability/retention strategies put in place.

The candidate must have at least 10 years experience in a similar role and possess a clear understanding of the investment management processes for all core investment strategies. The individual must have excellent interpersonal and communication skills, a flexible work attitude and the ability to multi task.

Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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