Our client is a rapidly expanding, highly reputable Investment Management house with an unparalleled track record and performance that are looking to add an enthusiastic, seasoned Client Director to look after and grow an existing book of charity clients.
Key responsibilities:
- Being the key point of contact for a cross-sector book of charity clients, conducting suitability reviews where needed.
- Providing clients with market insights, portfolio commentary and investment advice in order to inform strategic asset allocation in line with the firm's investment philosophy.
- Act as the primary contact for assigned charity clients, providing proactive communication and attending meetings, with occasional travel required.
- Develop both new and existing relationships with clients via attending conferences, events, and other ad-hoc networking opportunities - acting as the representative for the business.
- Provide high quality, professional knowledge of investment products and the markets, identifying opportunities to generate new business and proactively support with the development of prospective client relationships.
Requirements:
- At least 10 years of experience, with at least 5 years managing Charity clients.
- Must hold the CISI: Private Client Investment Advice and Management Certificate Level 6 Qualification.
- Excellent communication skills, both verbal and written, and ability to liaise with internal and external stakeholders.
- Able and willing to travel as and when necessary.
This is an ideal opportunity for an ambitious Client Director looking to propel their career in a fast-growing and distinctive investment management business. The company offers strong progression paths and excellent benefits including a competitive bonus structure.
If you believe your experience meets the criteria of Client Director, please apply with a copy of your CV.
Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.
“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”