Job Description
Client Relationship Manager for Alternative Asset Manager: Develop and maintain strong relationships with broker community, intermediaries, and high-net-worth clients. responsibilities: Sales and Business Development:
- Client Acquisition: Develop and maintain relationships with Irish brokers, intermediaries, and professional service firms.
- Sales and Pitching: Prepare and deliver presentations to prospects, showcasing the firm's investment strategies and capabilities.
- Networking: Participate in industry events and build a professional network.
- Pipeline Management: Maintain a sales pipeline and track leads through various stages.
Expand the Existing Book: Deliver high-quality financial advice to existing customers, maximising value and negotiating the best commercial outcome.
Market Analysis: Conduct market research to identify potential clients, industry trends, and competitive landscape.
Risk Management: Ensure adherence to legal and regulatory standards, including customer sales process, suitability and risk profile, anti-money laundering, and data protection.
Internal Relationship Management: Develop strong working relationships with other functions within the group. skills:
- Minimum 7-10 years in senior client relationship role within financial services.
- Bachelor's degree in business, finance, or a related field.
- Relevant professional qualification, such as CFA, CFP, or CAIA.
- Strong business development track record.
- Excellent working knowledge of the Irish and UK investment industry, markets, and investment management techniques.
- Strong technical product and investment skills.