Client Director

What you'll be doing

Working within the pool of clients to protect and grow existing relationships. Attending client/consultant meetings where required to develop the core client book
Delivering the highest standards of client service
Engaging with key external stakeholders/decision makers at a level of technical competence that best positions the firm to be their primary partner in defining and evolving investment solutions
Where applicable, developing client plans and retention strategies, either for specific clients or part of an overall campaign engaging senior management as appropriate
Engaging with senior management to represent client interests / issues and champion tactical solutions and strategic initiatives
Engaging effectively with senior client decision makers both on Trustee Boards and at the corporate (CFOs and CEOs)
Making relevant, effective contribution to the future direction of the firm in terms of its clients' relationships
Showing the ability and credibility to engage with the firm's senior investors in terms of representing client issues and trends, contributing to the formulation of investment solutions
Holding responsibility for good governance and risk management in terms of the relationships with clients and other counterparties
Maintaining and updating team process and implementing Salesforce as the key source of client data storage

What we're looking for

Ideally IMC and/or CFA or other relevant qualifications
Demonstrate technical competence
Ability to engage on a senior level with key stakeholders
Experience in relevant financial services (e.g. investment management/banking/consulting)
Ability to demonstrate strong leadership qualities with experience of sole responsibility of managing client relationships.