Investment Relationship Manager

14 hours ago


London, Greater London, United Kingdom abrdn Asia Limited Full time
About the Investment Relationship Manager Role

We are seeking an experienced Investment Relationship Manager to join our team at abrdn Asia Limited. As a key member of our client servicing team, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional customer service, and ensuring seamless communication throughout the investment process.

Key Responsibilities
  1. Develop and maintain relationships with clients, understanding their needs and preferences to provide tailored solutions.
  2. Provide exceptional customer service, responding to client queries and concerns in a timely and professional manner.
  3. Work closely with internal teams to ensure efficient and effective delivery of services to clients.
  4. Maintain up-to-date knowledge of internal processes, including account opening, dealing/settlement, rebates/commercial terms, and share class eligibility.
Requirements
  • Notable experience in client servicing environments within financial services.
  • Strong understanding of segregated and pooled account structures and client relationships.
  • Excellent communication and influencing skills, with the ability to communicate clearly and effectively both verbally and in writing.
  • Problem-solving skills, with the ability to understand client requirements/problems, identify potential risks, and take necessary steps for resolution.
Benefits

We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience, plus a range of benefits, including:

  • 40 days' annual leave
  • 16% employer pension contribution
  • Discretionary performance-based bonus (where applicable)
  • Private healthcare
  • Flexible benefits, including gym discounts, season ticket loans, and access to an employee discount portal


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