Client Relationship Manager - Alternative Asset Manager
This role is responsible for offering investment solutions to high net-worth clients, corporates and the charity sector.
Sales and Business Development:
* Client Acquisition:
o Develop and execute a comprehensive client referral programme via broker and intermediary engagement to meet and exceed AUM targets.
o Secondary focus on high-net-worth individuals, personal, corporate and charity sectors.
* Sales and Pitching:
o Prepare and deliver compelling presentations and pitches to prospects showcasing the firm's investment strategies and capabilities.
o Collaborate with the investment team to tailor solutions based on client needs and market conditions.
Pipeline Management:
* Maintain a well-organized 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.
Market Analysis:
* Conduct thorough market research to identify potential clients, industry trends and competitive landscape.
* Analyse market dynamics and tailor business development strategies accordingly.
Risk Management:
* Ensure adherence to standards both legal and regulatory including policies and procedures.
* Familiarity with customer sales process suitability and risk profile, anti-money laundering onboarding requirements and ongoing customer due diligence.
Internal Relationship Management:
* Develop strong working relationships with other functions within the group.
* Joint responsibility with CRMs and internal colleagues for the end-to-end client experience profitability and satisfaction.
**Requirements:**
• 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
• Strong direct business development track record
• Experience in presenting to clients 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