Vice President, Relationship Management, UK Institutional

Columbia Threadneedle Investments
London, United Kingdom
21 May 2022
02 Jun 2022
Industry Sector
Finance - General
Employment Type
Full Time
About Columbia Threadneedle Investments

You'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you'll find growth and career opportunities across all our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies and we have the capability to build tailored solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented and dedicated people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive work environment that supports the diversity of our employees and reflects our broader communities and client-base. We encourage applications from returners to the industry.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Job Purpose Statement

Where you'll fit in & what our team goals are....

In this role you will retain existing predominantly tier 3 pooled UK Institutional clients through proactive maintenance and development of relationships with both clients and their consultants.

You will build relationships with new clients won by the wider UK Institutional Business, cross sell to existing clients where possible and participate in the origination of new business and the sales process.

Role Responsibilities

How you'll spend your time....
  • Maintain a log of client tiering across the team and ensure service delivery consistent with each client's status
  • Manage the book of clients you have responsibility for through:
    - Understand the client and their requirements
    - Take every opportunity to improve the client experience
    - Delivery of SLA in respect of client tiering
    - Ensure timely response to day to day queries
    - Escalate issues as appropriate
    - Communicate investment strategy ideas and market intelligence in a pro-active manner
  • Be an advocate for the client within BMO
  • Seek the status of trusted adviser with clients
  • Leverage the time and resources of the investment teams effectively
  • Ensure Salesforce accurately reflects all client details, contact activity and pipeline
  • Maintain an annual record of CPD
  • Accountable for ensuring CMBOR reflects client portfolio parameters
  • Maintain up to date knowledge of investment markets and BMO strategies in order to be able to discuss the same with clients and their consultants
  • Achieve all applicable regulatory and risk management standards defined to manage Money Laundering / Terrorist Financing and Sanctions risk

Key Capabilities

To be successful in this role you will have....
  • Experience in a similar type of sales and account management role
  • Experience and knowledge of the UK Institutional market
  • Strong communicator

Desired Capabilities

If you also had this, it would be great...
  • Experience in LDI

Similar jobs

Similar jobs

  • You need to sign in to save