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Institutional Relationship Manager

3 months ago

London, United Kingdom MW Recruitment Limited Full time

An independent investment manager is currently seeking a proactive and client-oriented Institutional Relationship Manager, this client-facing role focuses on maintaining and expanding the global client base, particularly among institutional clients in the UK, Europe, and APAC such as pension funds, endowments, foundations, and sub-advised fund leveraging.


Main Duties


Responsible at the highest level for the overall client experience

Serve as the principal contact for clients, providing exceptional service that meets their unique needs promptly and exceeds expectations.

Engage regularly with key client stakeholders and influencers, establishing a consistent and insightful dialogue.

Offer comprehensive access to the full suite of institutional investment strategies and insights.

Maintain expert knowledge of our institutional investment strategies and market trends.

Regularly discuss investment performance and market dynamics with clients.

Coordinate and ensure the effectiveness of client meetings and consultations alongside the investment team.

Record client interactions diligently within Salesforce and report on engagement metrics periodically.

Collaborate with Relationship Associate teams on operational and administrative client tasks. Guide new client onboarding processes, collaborating with relevant internal departments


Experience Required


Bachelor’s degree required, Bachelor’s degree in Business Economics, Finance, or other related subjects preferred

5+ years of professional experience in a similar role and industry

Demonstrated expertise in managing complex institutional client relationships

Familiarity with direct institutional asset owners and investment consultants

Track record to successfully build relationships with sophisticated institutional investors

Ability to think strategically and embrace change.