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 team and lead the growth of our charity client book. As a key point of contact, you will be responsible for conducting suitability reviews, providing market insights, and developing relationships with clients.

Key Responsibilities:
  • Conduct suitability reviews and provide market insights to clients
  • Develop and maintain relationships with charity clients
  • Provide proactive communication and attend meetings with clients
  • Identify opportunities to generate new business and support the development of prospective client relationships
Requirements:
  • At least 10 years of experience in the financial services industry
  • At least 5 years of experience managing charity clients
  • CISI: Private Client Investment Advice and Management Certificate Level 6 Qualification
  • Able and willing to travel as necessary

Mason Blake offers a competitive bonus structure and excellent benefits. This is an ideal opportunity for an ambitious Client Director looking to propel their career in a fast-growing and distinctive investment management business.



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