Client Relationship Support Professional

2 weeks ago

London, Greater London, United Kingdom Partners Group Full time

We are seeking a highly skilled Client Relationship Support Professional to join our Client Solutions sales/marketing team based in London.

The ideal candidate will have a background in investment management or a similar relevant field, with prior knowledge of private markets preferred but not essential.

As part of the role, you will work closely with senior members of the team to provide support to the ongoing maintenance of existing client relationships, and in driving new business across institutional investors and investment consultants.

The successful candidate will have an in-depth understanding of the financial services industry, ideally gained within private markets, but candidates with experience in asset/fund management or investment banking/consulting will be considered.

Main Responsibilities
  • Independently support senior team members with preparation for client meetings and detailed due diligence sessions, compiling convincing bespoke marketing presentations and investment proposals.
  • Execute timely preparation and follow up for client meetings and calls with approved marketing collateral.
  • Create tailored, persuasive and high-quality responses to client requests, assisting with queries, and performance updates.
  • Act as a first point of contact for the client by coordinating and liaising with various teams and specialists within the firm.
  • Build professional and technical knowledge to streamline and accelerate workflows.
  • Coordinate the whole process related to, as well as provide convincing and well-justified inputs to requests for proposals (RFPs).
  • Support the onboarding process for clients, involving liaising with both internal and external counterparties.

To succeed in this role, we expect:

  • Bachelor's degree and strong academic background required.
  • Relevant working experience, likely at least 3-5 years.
  • A team player who is regarded as a high-performing and driven individual.
  • Ideally experience in consulting, asset management, private equity, investment banking, or a related sector in financial services.
  • Evidence of further academic training post-bachelor's degree is preferred but not essential.
  • Strong project management and organizational skills and ability to drive different processes at the same time.
  • Excellent analytical and interpersonal skills and a strong desire to learn and succeed.
  • Ability to problem solve with a client-focused mindset within challenging deadlines.
  • Willingness to take ownership and responsibility.
  • Excellent written, verbal and presentation skills.
  • Exceptional attention to detail.
  • Proficiency in Microsoft Office, especially PowerPoint.

This is an exciting opportunity to grow your career within a dynamic organization. We offer:

  • A competitive salary: £60,000 - £80,000 per annum.
  • A professional, international working environment.
  • A collaborative environment, with on-the-job training and mentorship opportunities.
  • An education assistance program.
  • Fun office and team events, including volunteer opportunities to connect with and help our local communities.

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