Client Relationship Manager

4 weeks ago


London, Greater London, United Kingdom Mason Blake Full time
Client Director Opportunity

Mason Blake is seeking an experienced Client Director to join our Investment Management team. As a key point of contact for a cross-sector book of charity clients, you will conduct suitability reviews, provide market insights, and offer investment advice to inform strategic asset allocation.

Key Responsibilities:
  • Develop and maintain strong relationships with charity clients, providing proactive communication and attending meetings as needed.
  • Identify opportunities to generate new business and support the development of prospective client relationships.
  • Provide high-quality, professional knowledge of investment products and markets.
  • Collaborate with the team to achieve business objectives and drive growth.
Requirements:
  • At least 10 years of experience in investment management, with a minimum of 5 years managing charity clients.
  • Certified in Private Client Investment Advice and Management (CISI) Level 6 Qualification.
  • Ability to travel as required.
About Mason Blake:

We are a fast-growing and distinctive investment management business offering strong progression paths and excellent benefits, including a competitive bonus structure. If you are an ambitious Client Director looking to propel your career, we encourage you to apply.



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