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Institutional Client Relations Executive

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Leverton Search 60000.00 British Pound . GBP Per annum

2021-12-03 07:50:16

Job location Barkingside, Greater London, United Kingdom

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Key responsibilities and duties include:

  • Acting as the first port of call for a client in the Client Relationship Manager's absence
  • Co-ordinate the resolution of client enquiries, by utilising expertise from around the wider business
  • Demonstrating an understanding of a client's long term objectives
  • Identifying business opportunities and threats to maximise revenue
  • Building strong technical knowledge of company products and services, and market competitors
  • Preparing client meeting packs and new business pitches

Qualifications, experience and competencies:

  • Demonstrable experience within Investment Management industry and/or solid understanding of pensions and Insurance
  • Professional qualifications (e.g. IMC or equivalent) advantageous
  • Sharp eye for detail
  • Excellent organisational and project management skills
  • Exceptional written and verbal communication skills

Due to the increased applications for this role, you may not get a response unless you fit the criteria.

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