Institutional Relationship Manager

4 weeks ago


London UK, UK, United Kingdom MW Recruitment Limited Full time

An independent investment manager is currently seeking a proactive and client-oriented Institutional Relationship Manager, this client-facing role focuses on maintaining and expanding the global client base, particularly among institutional clients in the UK, Europe, and APAC such as pension funds, endowments, foundations, and sub-advised fund leveraging.


Main Duties


Responsible at the highest level for the overall client experience

Serve as the principal contact for clients, providing exceptional service that meets their unique needs promptly and exceeds expectations.

Engage regularly with key client stakeholders and influencers, establishing a consistent and insightful dialogue.

Offer comprehensive access to the full suite of institutional investment strategies and insights.

Maintain expert knowledge of our institutional investment strategies and market trends.

Regularly discuss investment performance and market dynamics with clients.

Coordinate and ensure the effectiveness of client meetings and consultations alongside the investment team.

Record client interactions diligently within Salesforce and report on engagement metrics periodically.

Collaborate with Relationship Associate teams on operational and administrative client tasks. Guide new client onboarding processes, collaborating with relevant internal departments


Experience Required


Bachelor’s degree required, Bachelor’s degree in Business Economics, Finance, or other related subjects preferred

5+ years of professional experience in a similar role and industry

Demonstrated expertise in managing complex institutional client relationships

Familiarity with direct institutional asset owners and investment consultants

Track record to successfully build relationships with sophisticated institutional investors

Ability to think strategically and embrace change.



  • London, UK, UK, United Kingdom MW Recruitment Limited Full time

    An independent investment manager is currently seeking a proactive and client-oriented Institutional Relationship Manager, this client-facing role focuses on maintaining and expanding the global client base, particularly among institutional clients in the UK, Europe, and APAC such as pension funds, endowments, foundations, and sub-advised fund...


  • UK, UK, United Kingdom CMC Markets Full time

    We are looking for an Institutional Marketing Manager on a 12 month fixed term contract with a strong background in B2B, someone who has experience in developing and executing comprehensive marketing strategies, driving brand awareness, running events and multi-channel marketing activities.*** Please note that this is an onsite role that will require you to...


  • UK, UK, United Kingdom CMC Markets Full time

    *** Please note that this is an onsite role and you will be required to be in the London office 5 days per week ***A great new opportunity has opened and we are looking to hire an Institutional Operations Analyst in London.Within this role you will provide technical operational support to CMC Connect team and the Institutional client base for the entire...


  • UK, UK, United Kingdom FinTop Consulting Full time

    About the role:As our Banking Relationship Manager, your main responsibility will be to establish and enhance strategic partnerships with banks and electronic money institutions (EMIs) globally. This role is crucial in expanding our global treasury presence. Your outstanding networking skills and in-depth understanding of financial markets and products will...


  • UK, UK, United Kingdom Exxeella Education Group Full time

    Job Title: University Relationship Manager - UKLocation: Remote (Based in the UK)Contract Duration: 6 months (with potential for extension to a permanent position)Overview:We are seeking a highly skilled University Relationship Manager to develop and manage our relationships with universities in the UK. This remote position requires an experienced...


  • UK, UK, United Kingdom ACY Connect Full time

    An opportunity to play an integral part, both on an individual basis and within a recently established team. ACY Connect is a regulated provider of multi-asset prime broker services, powerful end-to-end technologies and proven risk and analytic solutions.You will help achieve ACY Connects’ business goals for sales growth of our institutional business by...

  • Institutional FX Sales

    3 months ago


    London, UK, UK, United Kingdom Taylor Financial Recruitment Ltd Full time

    150k - 200k base 1st year OTE 300K uncapped The Company:We are a pioneering fintech firm and world-class provider of multi-asset fintech products - from liquidity solutions to in-house tech hubs to online trading platforms. With over 400 global specialists in 9 languages, we provide clients with access to individual, professional, and institutional brokerage...


  • London,, UK, United Kingdom MetaWealth™ Full time

    At MetaWealth, we are pioneering the future of institutional-grade real estate investing through our cutting-edge Real World Asset (RWA) Tokenization technology. Our platform enables the tokenization of large real estate asset packages, making them accessible and liquid for investors worldwide. Institutional DeFi is critical to our mission of global...


  • London, UK, United Kingdom William Blake Group Full time

    Partner with the Head of Consultant Relations to ensure a coordinated approach to consultant relations. Grow and maintain relationships with target investment consultants. Develop and manage relationships with key contacts within investment consultant firms (research personnel, field consultants and key executives). Identify and pursue new growth...


  • UK, UK, United Kingdom mbf Full time

    Platform Relationship Manager - North East (Field Based) - around £55,000 plus Bonus and BenefitsA leading investment management firm is currently seeking a talented Platform Relationship Manager to join their team in the North-East of England. This is an exciting opportunity to work with a highly renowned organisation in the investment management sector.As...


  • London, UK, UK, United Kingdom Legal & General Full time

    Legal & General is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.Created by combining our investment...


  • UK, UK, United Kingdom mbf. Full time

    A leading investment management firm is currently seeking a talented Platform Relationship Manager to join their London office. This is an exciting opportunity to work with a highly renowned organisation in the investment management sector.As a Platform Relationship Manager, you will play a vital role in supporting Wealth Managers and Advisers by ensuring...


  • UK, UK, United Kingdom Vallum Associates Full time

    Vallum Associates offers recruitment services to our clients across a number of sectors: Energy & Utilities: working across regulated utility (Power / Gas and Water). From retail supply, commodity trading to sustainability, our reach is extensive.Financial Services: Change, transformation and growth; providing mid to senior level IT and change management...

  • Relationship Manager

    4 weeks ago


    UK, UK, United Kingdom eCapital Commercial Finance UK Full time

    Interested in becoming a valued member of our Operations team here in Reading within one of the fastest growing companies in the Invoice finance sector? If so, read on to find out more!Our storyeCapital has been on a mission to change the way small to medium-sized businesses access the funding they need to reach their goals. We know that to survive and...


  • UK, UK, United Kingdom Jigsaw Financial Full time

    Company DescriptionMy client is a global investment manager founded in 2002. More than 400 talented people manage over £20 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees. The purpose of the role is to provide support to client's using the platform. Our goal is to increase the...

  • Relationship Assistant

    2 months ago


    UK, UK, United Kingdom Zenith Bank Limited. Full time

    About us:Zenith Bank (UK) Limited (ZBUK) is a subsidiary of Zenith Bank PLC, the most profitable bank in Nigeria with an established trajectory of superlative performance, as well a strong pedigree of innovation, resilience, and market dominance. On an annual basis, Zenith Bank PLC amasses a string of notable awards; one of the most recent being listed as...


  • UK, UK, United Kingdom Blue Legal Part time

    A leading national law firm is seeking a Client Relationship Manager to join their UK team, based from one of their UK offices. The role holder will be responsible for managing a portfolio of key client accounts as part of the firm’s client care programme, working closely with client facing teams to set and achieve objectives. This includes establishing...


  • UK, UK, United Kingdom Talent Drive | B Corp™ Full time

    Supplier Relationship Manager - IT | £45,000 to £55,000 + 8% bonus + 12% pension + Healthcare + many more | Bournemouth based - 2 days in the office | Leading brand in the Insurance sectorAn amazing, brand new role working for a leading Insurer on the South Coast who have built a class procurement and SRM function in line with the companies success and...


  • UK, UK, United Kingdom Excel Winner Full time

    Job Title: Client Relationship Manager (Real Estate)Location: Nine Elms, SW LondonDepartment: Estate ManagementEmployment Type: PermanentSalary: Competitive Market Rate PackageHours: 9:00 – 18:00 Monday – FridayAbout Us:Established in 2017, Excel Winner is leading the Thames City project in Nine Elms, part of Europe's largest regeneration initiative....


  • UK, UK, United Kingdom Consult Full time

    As Senior Relationship Manager, you will be responsible for managing a segment of key accounts, building and maintaining long-term relationships, maximising revenue opportunities, and ultimately retaining business.You will be the main point of contact for day-to-day operational delivery and will seek to inspire and encourage continued growth.You will report...