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Relationship Executive

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Date Posted

2 May 2022



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Our client, a global investment management house, is looking to strengthen its Business Development function through the addition of a Relationship Executive  – Institutional.

The Relationship Executivet – Institutional will take responsibility for the following duties:

  • Coordination of bespoke client and prospect presentation materials, briefing books and collateral materials as well as meeting notes required for external meetings
  • Participating in in-house client, consultant and prospect meetings and conference calls
  • Conducting analysis on a wide variety of topics, including portfolio and product-specific information, investment guidelines and market trends
  • Acting as a point of contact for various client groups
  • Coordinating key client communications
  • Supporting the Relationship and Business Development Managers in the organisation of client roadshows and client review meetings
  • Coordinating RFIs and RFPs

The Relationship Executive  – Institutional will meet the following skillset:

  • 2-5 years experience in the asset management sector, working with institutional clients (candidates could come from an Investor Relations, Client Service or Sales Support background, for example)
  • Demonstrate a genuine curiosity toward capital markets and investment products
  • Excellent verbal and written English language skills
  • Have excellent attention to detail
  • Educated to degree level with a minimum of a 2.1 classification

This is an excellent opportunity for an experienced Investor Relations, Client Service or Sales Support candidate looking for a new role as a Relationship Analyst – Institutional.

If you believe your experience meets the criteria, please apply with your CV.

“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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