Client Relations - Southern Europe (London/Milan based)

William Blake Group
London, United Kingdom
Market Leading
22 Jan 2023
21 Feb 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Main responsibilities
  • Co-operating with colleagues and promoting successful sales team/BD performance.
  • Maintaining and leveraging off the firm's Management Information System (currently SalesForce) to ensure the effective implementation of regional relationships and servicing processes.
  • Personally reinforcing excellence across the businesses stated cultural values and standards both inside BD/the firm and as a representative of the business in the market.
  • Manage, strengthen and grow existing client and consultant relationships through day-to-day liaison and participation at client meetings and conference calls.
  • Develop a deep understanding of client needs and objectives.
  • Build and maintain knowledge of the regulatory environment clients operate in.
  • Acquaint clients with the businesses investment strategies, products and services.
  • Continually build and deepen knowledge of our products. Keep abreast of market developments.
  • Collaborate closely with Portfolio Management and regional sales teams to maintain and expand client relationships and grow assets and revenues.
  • Work closely with the Client Operations team to ensure efficient take-on of new clients. Familiarity with due diligence requirements and KYC procedures is important.
  • Manage ongoing client activity in segregated accounts, including but not limited to coordinating cashflows and managing changes in investment guidelines.
  • Work with sales teams and Client Operations to coordinate the setup of new distribution and rebate agreements and review any changes to them.
  • Work closely with the Client Reporting team to ensure all clients' requirements and deadlines are met.
  • Contribute to enhancing our service to clients through proactive participation in a variety of initiatives and projects.

Experience & Attributes
  • Client Services/Sales Support experience in the Southern European region
  • Knowledge of internal systems including Salesforce.
  • Strong internal network to help support Amsterdam-based team members.
  • Good educational background.
  • Local language skills are helpful, but fluent English is sufficient for this role