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Institutional Client Director

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Date Posted

23 April 2021



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A prestigious investment management firm is looking for a Client Director to join their Client Group. This is a new role due to growth in the business.

The Client Director manages the firm’s key strategic institutional client relationships across global regions. Reporting into the Head of Client Group, you will be responsible for:

  • Promote a client-centric ethos, agenda and culture firm wide and lead by example on relationship management best practice, client-centricity and collegiate behaviour
  • Build strong relationships with existing clients to maximise retention as well as establishing personalised relationships with new clients ensuring a consistent client experience
  • Deliver diversification and retention targets set out in the business strategy
  • Personalise relationships with Tier 1 clients and implement solutions to deepen them, identifying opportunities to cross sell
  • Actively participate in regular portfolio reviews with clients and / or consultants
  • Represent the breadth of investment capabilities and strategies offered by ensuring sustained knowledge of the product range, structures, systems, regulations and compliance elements
  • Support on-the-job training and career development of client servicing team members

Candidate profile:

  • At least 7 years’ experience in a global client servicing or relationship management position within a multi-asset asset manager
  • International exposure to segregated clients gained on a multi-cultural basis
  • Proven track record in leading sophisticated client relationships with strong communication and presentation skills
  • Deep knowledge of investment markets and products, with asset class expertise
  • Client focused with the determination to exceed expectations


“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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