CLIENT RELATIONS ASSOCIATE – GLOBAL ASSET MANAGER

Job title : CLIENT RELATIONS ASSOCIATE – GLOBAL ASSET MANAGER
Location : London
Job-type : Permanent
Contact : Patrick Gee
Call : Patrick
Email : email Patrick
Reference : 1027485
​THE SEARCH:

Altus Partners are delighted to be working with one of the leading global asset managers that specialises in the management of income and equity solutions. They operate on a global scale, with over $150billion AUM and are looking for a Client Services Associate to join their dynamic team in London.

 THE ROLE: 

This position will provide the candidate with a diverse set of responsibilities related to in-house and external client service functions.

Duties to include -

  • Coordinating and overseeing client service and prospecting materials such as presentations for meetings, RFPs, ad hoc reports and general correspondence

  • Point of contact for all client inquiries and collaborating with colleagues in other departments to successfully resolve them

  • Maintaining client files and CRM system/databases

  • Assisting their institutional clients in day-to-day report generation and responding to ad hoc requests

  • Developing a sound understanding of clients’ investments goals and objectives, and how their investment capabilities may be of value to their respective portfolios.

THE REQUIREMENTS: 
  • Minimum 3-5 years relevant experience in Investment Advisory environment (preferably in fixed income asset management).

  • Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks.

  • Experience in working with particularly the German KVGs but also other institutional investors across Europe (particularly Nordics, Netherlands, UK).

  • Excellent written and verbal communication skills in English and ideally another language.

  • Bachelor’s degree in Business, Economics, Marketing, Finance, or related discipline.