Wholesale Client Manager – Asset Management

 Location: London
 Salary: Excellent
 Job type: Permanent
 Closes: closed

Our client is a leading Global Asset Management business which has the scale and presence to offer a range of investment capabilities to meet the needs of a diverse client base.

The UK is their most mature market and the Client Service team provide a service to Discretionary and Advisory clients who are operating in the Wholesale market.  These clients may be invested in pooled or alternative investment strategies. 

The Client Manager acts as the single point of contact for client queries and ensures that client requests are dealt with in a timely, proactive, value-add and accurate way.

 

Some of the duties of the Wholesale Client Manager – Asset Management will include:

  • Managing and responding to client queries in a professional manner
  • Proactively communicating with clients and arranging client service review meetings as required Working effectively internally to ensure client needs are met
  • Taking responsibility for client lifecycle events including take-ons, change or terminations Managing client documentation (IMAs, Distribution Agreements) Overseeing client reporting and invoicing
  • Maintenance of CRM and logging of breaches and complaints Working closely with Client Directors to ensure they are briefed on all client activity
  • Working closely with Client Directors/Relationship Managers to share information and keep them briefed on relevant client activity.
  • Build and maintain effective working relationships with colleagues in the wider Distribution department to ensure client expectations are being met.
  • Understanding investment challenges, the impact of regulatory changes and internal operational requirements to ensure informed discussion with clients.

 

The ideal background of the Wholesale Client Manager – Asset Management:

 

  • Proven track record in Wholesale client relationship management and/or servicing is essential
  • Notable experience of client servicing environments within asset management
  • Solid understanding of investment markets, instruments and economics.
  • Understanding of segregated and pooled account structures and client relationships.
  • Professional qualifications such as the CFA or IMC would be advantageous

 

 

Asset Management Client Service wholesale

Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone

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Business Manager - Financial Services

Nathan Macfie


Nathan is one of the founding members of Meraki Talent and specialises in investment management and asset servicing markets. He started his recruitment career in 2011 and has an unrivalled network across the UK. In August 2018 Nathan moved to London to manage Meraki's new office, based in South Kensington.