Key Duties & Responsibilities
Working with the portfolio managers to provide a ‘best in class’ client experience contributing to a high client retention rate.
Create high quality relationships with clients allowing for informal and formal interactions, ensuring ‘inside track’ on the actual client experience and actual client intentions to manage any risks to the relationship.
Act as the primary day to day external and internal point of contact for all client related matters to ensure highest possible client satisfaction.
Managing and responding to client queries in a timely and professional manner.
Manage account client take-ons and changes to client documentation including amendments to Investment Management Agreements working with the Business Development team.
Initiate, arrange and host client related activities including conferences, regular client servicing reviews and ad hoc meetings.
Collaborate with the business units to develop market research for Institutional business to ensure that products and services are responsive to changing client and market needs.
Prepare marketing and presentation materials and helping the business development team to prepare for pitches and client review meetings.
Coordinate the development and delivery of various product specific and value add marketing information including presentations, factsheets, strategy briefs, commentaries, multi-media updates, brochures & digital marketing deliverables.
Oversight of client communication and overseeing accurate and timely client specific reporting.
Keeping abreast of competitor activities, industry trends/issues and regulatory developments in the local market.
Assist the Business Development team as needed.
Key Skills & Competencies
Essential:
Strong institutional client relationship management and servicing experience.
Degree in business, communications, marketing or a related field of study.
At least 5 years of experience in financial services client service and marketing.
Solid understanding of investment markets, instruments and economics
Ability to develop, write and produce marketing communication programs to meet multiple audiences and marketing objectives.
Able to multi-task; work to tight deadlines and cope under pressure
Excellent analytical, interpersonal, written and verbal communication skills.
Excellent organizational and administrative skills
Team mentality to effectively drive and execute on common goals.
Desirable:
Relevant professional / regulatory qualifications (CFA, ICIFA, CISI etc)
Previous experience within a client service role within Asset Management
Experience of digital marketing
