Strategic Institutional Partnerships Director

7 days ago

London, Greater London, United Kingdom Mason Blake Full time

Mason Blake, a prestigious investment management firm, is seeking an experienced Client Director to join their Client Group. This new role has been created due to the company's growth in the business.


The Strategic Institutional Partnerships Director will be responsible for managing the firm's key strategic institutional client relationships across global regions. Reporting into the Head of Client Group, you will:

  1. Embody a client-centric ethos, agenda, and culture firm-wide and lead by example on relationship management best practices, client-centricity, and collegiate behavior.
  2. Build strong relationships with existing clients to maximise retention and establish personalised relationships with new clients to ensure a consistent client experience.
  3. Deliver diversification and retention targets set out in the business strategy.
  4. Promote Tier 1 client relationships and implement solutions to deepen them, identifying opportunities to cross-sell.
  5. Actively participate in regular portfolio reviews with clients and/or consultants.
  6. Represent the breadth of investment capabilities and strategies offered by ensuring sustained knowledge of the product range, structures, systems, regulations, and compliance elements.
  7. Support the on-the-job training and career development of client servicing team members.

Candidate Profile:

  • A minimum of 7 years' experience in a global client servicing or relationship management position within a multi-asset asset manager.
  • International exposure to segregated clients gained on a multi-cultural basis.
  • A proven track record in leading sophisticated client relationships with strong communication and presentation skills.
  • Deep knowledge of investment markets and products, with asset class expertise.
  • Client-focused with a determination to exceed expectations.

The estimated annual salary for this position is approximately $120,000-$150,000, depending on experience and qualifications. Mason Blake offers a competitive compensation package and a dynamic work environment.

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