Senior Institutional Client Account Manager Senior Institutional Client Account Manager …

Ramsey Portia
in London, England, United Kingdom
Permanent, Full time
Last application, 02 Apr 20
Market rates - great salary, bonus and benefits.
Ramsey Portia
in London, England, United Kingdom
Permanent, Full time
Last application, 02 Apr 20
Market rates - great salary, bonus and benefits.
A leading fund management business is seeking a Senior Institutional Client Account Manager to join their team. You will work with the distribution channels to provide customer support on several levels and stages of relationships with our clients. You will be required to provide outstanding service to institutional clients and their consultants, meet individual needs in a timely and efficient manner, maintain relationships with internal and external clients and investment consultants, and support the Client Directors with account administration.

Duties and responsibilities:

  • Be responsible for resolving all non-investment related client queries.
  • Understand and articulate our clients’ mandate objectives, ensuring that changes to mandates are communicated and reflected in IMAs and letters of amendment, and assist team members with all aspects of mandate changes.
  • Proactively coordinate client relationships (as agreed with the Client Director and the client team), maintaining regular contact to meet their requirements, notifying them of product changes and responding to queries relating to third party administrators, transfer agents, custodians and internal departments.
  • Ensure the client reporting team is aware of the requirements for each client.
  • Use technical knowledge and experience to ensure the administration of the clients’ funds run efficiently - e.g. transitions, accounting queries, settlement queries, custody, cash movements and tax matters.
  • Communicate our services, products, and SLAs with clients and third parties.
  • Liaise with senior staff at a client level and senior internal colleagues.
  • Be the subject matter expert, assist and support members of the team with all aspects of client activity, able to offer solutions to complex queries.
  • Liaise with internal departments concerning compliance, regulatory issues, performance measurement, fee and operational matters.
  • Maintain the client database, record all communication with clients, ensure all client and fund information is up to date and all work is activity tracked in line with departmental procedure.
  • Ensure fund profiles are regularly updated and reviewed annually.
  • Ensure all regulatory Financial Crime requirements are updated annually.
  • Be able to entertain clients at all levels at client events, conferences etc.
  • Maintain and improve your own investment and market knowledge.
  • Present in internal / external meetings where required.
  • Carry out additional duties as assigned.


The role requires:

  • Investment Management Certificate essential
  • Prior experience in a senior CAM position
  • Project management experience beneficial but not essential
  • Prioritisation and time management skills
  • Detail orientated
  • Lead internal and external meetings 
  • Strong presentation skills. Be able to present internally and externally
  • Good awareness of what’s happening in markets. Be aware of the implications of market trends
  • Excellent interpersonal skills
  • A self-starter
  • Ability to form good working relationships with all clients and internal stakeholders
  • Confident and proactive approach
  • Solutions orientated