INVESTMENT MANAGEMENT - CUSTOMER RELATIONSHIP MANAGER

3 days left

Recruiter
Border to Coast Pensions Partnership
Location
Leeds, United Kingdom
Salary
Competitive Salary
Posted
29 May 2021
Closes
28 Jun 2021
Ref
11111636
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Being the first point of contact for Customer queries, the Customer Relationship team represent the Customers' needs and continuously challenge Border to Coast to provide better levels of service. The team has overall responsibility for client reporting and leads on the presentation of portfolio updates to Pension Fund Committees.

Joining us as Customer Relationship Manager, you will support the development of long-term, trusted relationships, where we work as partners with our Customers to understand their needs and assist in the delivery of appropriate solutions. Ensuring Customer requests are handled in an efficient manner, you will liaise with investment and operational colleagues, the compliance, legal and tax departments and outsourced providers as appropriate, and ensure that the service provided to Customers is in line with Customer agreements and internal procedures.

We're looking for an individual who is educated to Degree level in a relevant discipline, who has experience in either investment consultancy or a relationship role in investment management and may be seeking (or have obtained) a relevant investment qualification such as CFA, IMC or FIA/FFA. With strong analytical skills and the ability to demonstrate a customer first approach, you will have strong investment management and product knowledge along with experience and knowledge of the UK institutional marketplace, including pensions and investment management.

Border to Coast Pensions Partnership is a collaboration of 11 Local Government Pension Funds with a total asset value of £55 billion. Border to Coast is an FCA regulated investment company managing assets through both internal (direct securities) and external (funds) management with a number of investment vehicles, including an Authorised Contractual Scheme. Border to Coast started managing financial assets from mid-2018.

We welcome applications from people of all backgrounds. We have an open and supportive culture with a commitment to learning and valuing everyone's skills and contribution.