Job title:
Client Relationship Manager – Alternative Asset Manager
Company:
Morgan McKinley
Job description
Client Relationship Manager – Alternative Asset Manager(Reporting to the Head of Private Clients)Our client a specialist alternative asset manager is looking for a Client Relationship Manager who will be responsible for offering investment solutions to high net-worth clients, Corporates and the charity sector. This role is deemed as a control function under the Central Bank of Ireland Regulations and will hold two Control Function (CF) positions as per the standards – CF 3 and CF 4.In this role the primary focus will be the development, drive and management of a Broker & Intermediary channel for this Alternative Asset Manager.Responsibilities;Sales and Business Development:Client Acquisition:
- Develop, drive and maintain strong relationships with the Irish broker community, intermediaries and professional service firms.
- Develop and execute a comprehensive client referral programme via broker and intermediary engagement, to meet and exceed AUM targets.
- Secondary focus on high-net-worth individuals, and other key private client segments like personal, corporate and charity sector.
Sales and Pitching:
- Prepare and deliver compelling presentations and pitches to prospects, showcasing the firm’s investment strategies and capabilities.
- Collaborate with the investment team to tailor solutions based on client needs and market conditions.
Networking:
- Actively participate in industry events, conferences, and networking opportunities to build a robust professional network.
- Represent the company professionally and contribute to its positive image in the market.
Pipeline Management:
- Maintain a well-organized and up-to-date sales pipeline, tracking leads and opportunities through various stages of the internal sales process system.
- Provide regular reports and updates on business development activities to senior management.
Expand the existing book:
- Delivery of high-quality financial advice to existing customers, maximising value for our clients and negotiating the best commercial outcome for the client and the organisation.
- Identify opportunities for upselling and cross-selling additional services. At all times, treating clients fairly and equally.
Market Analysis:
- Conduct thorough market research to identify potential clients, industry trends, and competitive landscape.
- Analyse market dynamics and tailor business development strategies accordingly.
- Assist the Head of Private Clients with the development of and implementation of the annual marketing plan.
Risk Management:Ensure that standards both legal and regulatory are adhered not limited to policies and procedures with regards to:
- Customer sales process, suitability and risk profile
- Anti-money laundering onboarding requirements and ongoing customer due diligence
- Adherence to the suspicious transaction process
- Data Protection Act requirements
- Adherence to the requirements of the employee handbook
Internal Relationship Management:
- Develop and foster strong working relationships with other functions within the group.
- Joint responsibility with other CRMs and internal colleagues for the end to-end client experience, profitability and satisfaction.
- Involvement in firm wide projects where required.
Skills & experience
- Minimum 7-10 years in senior client relationship role within financial services – preferably funds, asset management and / or wealth management (private banking)
- Bachelor’s degree in business, Finance, or a related field.
- Relevant professional qualification for example, CFA, CFP or CAIA
- Able to demonstrate a strong and successful direct business development track record.
- Experience in presenting to clients and delivery of RFPs
- Excellent working knowledge of the Irish and UK Investment Industry, markets and Investment management techniques
- Strong technical product and investment skills, enabling effective dialogue with consultants, analysts and clients.
All interested candidates should send CVs to Susan Nix –Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR WHICH TOGETHER WITH OUR GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
Expected salary
Location
Dublin
Job date
Tue, 22 Oct 2024 01:44:45 GMT
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