Client Relationship Manager

3 weeks ago

London, United Kingdom YOU Asset Management Full time

YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records.


We have a terrific team spirit and culture in YOU so fit with the team will be a priority. Our business is growing rapidly and this client relationship role will be key to our ongoing success.


Overall purpose of the job


Working closely with the CEO, the investment team, and marketing, responsible for the day-to-day execution of the client relationship function as well as sitting on the Company’s Client Services, Sales & Marketing Committee.


Objectives:


Relationship building and maintenance:

  • and maintaining relationships with business stakeholders, including clients, partners or vendors
  • and promoting healthy, long-lasting relations with Finli Advisers
  • Responsible for the quality of reporting (inc webinars) and content being issued to Finli and the underlying clients
  • all supporters receive periodic visits; exploring specific needs and anticipating new opportunities
  • a CRM database to ensure discipline and process in the underlying relationships


Accomplishing business development:

  • and pursuing new business opportunities working with Finli Advisers
  • an effective marketing and sales strategy by contributing to marketing and sales information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing production, productivity, quality, and customer-service standards; resolving problems; completing audits; identifying trends; determining system improvements; implementing change
  • Developing a compelling value proposition for firms, identifying marketing opportunities by identifying consumer requirements; defining market, competitors’ share, and competitors’ strengths and weaknesses; forecasting projected business; establishing targeted market share
  • Improves product marketability and profitability by researching, identifying, and capitalising on market opportunities and coordinating new product development.


Managing staff (when required):

  • Maintain good records for each business and contribute MI to monthly committee reports
  • Build and manage the staff within the team (as and when the business grows)
  • Be a champion of the Company’s values and promote the business with integrity


Budgeting & Pricing:

  • Meets sales financial targets by contributing to forecasting requirements; preparing an annual budget; scheduling expenditures; analysing variances; initiating corrective actions


Reporting:

  • Provides management information by collecting, analysing, and summarising data and trends.


Professional Standards:

  • Protects the organisation's value by executing duties in accordance with company values
  • Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organisations.



Required Experience:


  • Proven client relationship background in asset management and/or investments. Currently involved in day-to-day client relations/sales as well as a thorough knowledge of processes and strategy.
  • Understanding of the investment management and financial advice segments of the market and have relevant experience in the role with established firms in the UK.
  • Business or relevant professional qualifications
  • Familiarity with a regulated environment (desirable)

  • Mfv Consultant

    2 days ago

    London, United Kingdom Client Relationship Consultancy Full time

    CRC works with over 100 different agencies and manufacturers in over 90 countries, and has offices in London, Boston, Munich, Chile and Sydney. The consultancy supports businesses to take a more strategic approach to the way they manage their relationships, with the belief that relationships are one of the most powerful and yet underutilised levers, and by...

  • Agency Lead

    2 months ago

    London, United Kingdom Client Relationship Consultancy Full time

    CRC is an established global relationship consultancy with offices in Boston, London, Munich, Sydney and Singapore. Our clients are the world's leading communications agencies, including every major agency group. We provide relationship intelligence and consultancy to enable agencies to strategically manage their client relationships and achieve their own...

  • Finance Assistant

    3 weeks ago

    London, United Kingdom Client Relationship Consultancy Full time

    **The role** The Finance Assistant will be responsible for supporting the finance team in managing and developing the financial side of a privately owned and fast growing company. **The Company** The Client Relationship Consultancy is a specialist data driven consultancy supporting clients in the advertising, media, marketing and manufacturing sectors and...

  • Client Relationship Manager

    2 months ago

    London, United Kingdom Totum Full time

    **Client Relationship Manager** **Leading global law firm** **Based London, with hybrid working** Excellent opportunity for a Client Relationship specialist looking to move to a global role, or a BD professional looking to specialise in Client Relationship Management This highly regarded, hugely successful law firm are looking to recruit a talented,...

  • Client Relationship Manager

    4 weeks ago

    London, United Kingdom Carter Murray Full time

    Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship. With a hybrid working policy and Head office in London, the role will produce and deliver the strategic business development plan aimed at enhancing relationships with both current and...

  • Client Relationship Manager

    2 weeks ago

    London, United Kingdom Carter Murray Full time

    Job Description Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship. With a hybrid working policy and Head office in London, the role will produce and deliver the strategic business development plan aimed at enhancing relationships with both...

  • Client Relationship Manager

    2 weeks ago

    London, United Kingdom Carter Murray Full time

    Job Description Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship. With a hybrid working policy and Head office in London, the role will produce and deliver the strategic business development plan aimed at enhancing relationships with both...

  • Client Relationship Manager

    3 weeks ago

    London, United Kingdom Carter Murray Full time

    Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship. With a hybrid working policy and Head office in London, the role will produce and deliver the strategic business development plan aimed at enhancing relationships with both current and...

  • Client Relationship Manager

    2 weeks ago

    London, United Kingdom Carter Murray Full time

    Job Description Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship. With a hybrid working policy and Head office in London, the role will produce and deliver the strategic business development plan aimed at enhancing relationships with both...

  • Client Relationship Manager

    3 weeks ago

    London, United Kingdom Carter Murray Full time

    Job Description Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship. With a hybrid working policy and Head office in London, the role will produce and deliver the strategic business development plan aimed at enhancing relationships with both...

  • Client Relationship Manager

    2 weeks ago

    London, United Kingdom Carter Murray Full time

    Job Description Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship. With a hybrid working policy and Head office in London, the role will produce and deliver the strategic business development plan aimed at enhancing relationships with both...

  • Client Relationship Manager

    3 weeks ago

    London,, UK, United Kingdom Carter Murray Full time

    Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship. With a hybrid working policy and Head office in London, the role will produce and deliver the strategic business development plan aimed at enhancing relationships with both current and...

  • Client Relationship Manager

    2 weeks ago

    London, United Kingdom Carter Murray Full time

    Job Description Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship. With a hybrid working policy and Head office in London, the role will produce and deliver the strategic business development plan aimed at enhancing relationships with both...

  • Client Relationship Manager

    3 weeks ago

    London, United Kingdom Carter Murray Full time

    Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship. With a hybrid working policy and Head office in London, the role will produce and deliver the strategic business development plan aimed at enhancing relationships with both current and...

  • Client Relationship Manager

    3 weeks ago

    London, United Kingdom Carter Murray Full time

    Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship.Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.With a hybrid working policy and Head office in London, the role will produce and...

  • Client Relationship Manager

    3 weeks ago

    London, United Kingdom Carter Murray Full time

    Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship.Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.With a hybrid working policy and Head office in London, the role will produce and...

  • Client Relationship Manager

    2 weeks ago

    London, United Kingdom Carter Murray Full time

    Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship. With a hybrid working policy and Head office in London, the role will produce and deliver the strategic business development plan aimed at enhancing relationships with both current and...

  • Client Relationship Manager

    5 days ago

    London, United Kingdom Carter Murray Full time

    Carter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship. With a hybrid working policy and Head office in London, the role will produce and deliver the strategic business development plan aimed at enhancing relationships with both current and...

  • Client Relationship Manager

    2 weeks ago

    London, United Kingdom Carter Murray Full time

    Job DescriptionCarter Murray is working exclusively with a leading Commercial Real Estate Firm to recruit a Client Relationship Manager reporting into the Head of Client Relationship. With a hybrid working policy and Head office in London, the role will produce and deliver the strategic business development plan aimed at enhancing relationships with both...

  • Client Relationship Manager

    5 days ago

    London, United Kingdom Equiniti Full time

    Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are...