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Insitutional Client Manager

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Date Posted

5 October 2021



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A leading investment management firm is looking for an experienced Client Manager to join their Institutional Client team. This role will involve supporting complex client relationships, providing a first class service to investors.

Duties of the role include:

  • Deliver an outstanding client management experience to a book of institutional clients
  • Act as the key point of contact for investor queries, working closely with Client Directors
  • Provide high level technical support, demonstrating an understanding of a client’s decision-making process and long-term objectives
  • Identify and follow up on leads and sales opportunities
  • Prepare and customize materials for client meetings and attend when required
  • Ensure various projects are controlled using effective communication and coordination
  • Help promote the firm in the institutional marketplace

Key skills required:

  • Experience in the institutional marketplace and strong knowledge pension funds
  • Investment management or consultancy industry experience
  • Knowledge of derivative and/or LDI products would be a plus
  • The IMC or CFA qualification is desirable
  • Applicants should be able to demonstrate a passion for client service, with the ability to perform well under pressure


“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. 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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