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 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.
  • Conduct suitability reviews and provide market insights to inform investment decisions.
  • Offer investment advice and portfolio commentary to support clients' strategic asset allocation.
  • Act as the primary contact for assigned charity clients, providing exceptional service and support.
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 needed.
About Mason Blake:

Mason Blake is a fast-growing investment management business with a strong reputation for excellence. We offer a competitive bonus structure, excellent benefits, and a clear progression path for ambitious professionals. If you are a seasoned Client Director looking to propel your career, we encourage you to apply.



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