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Institutional Client Manager

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Date Posted

12 February 2021



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A leading investment management firm is looking for an experienced Client Manager to join their UK Client team. This role will involve supporting various client relationships, maintaining the excellent reputation the company has with its clients.

Duties of the role include:

  • Deliver an outstanding client management experience to key insurance and 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 the insurance market 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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