Client Relationship Manager

The objective of this position is to assist in enhancing and further developing the UK distribution network. Reporting directly to the Head of Retail and working with the business development team based in London, the role primarily helps to service and develop mutually beneficial relationships with the distribution community, covering all aspects of superior support.

Team Support
*Providing ad-hoc support to the Head of Retail, the Head of Discretionary and the local Business Development team
*Handle incoming calls and act as an entry point for questions from the UK distribution network
*Coordinate meetings, conferences, conference calls and other business functions
*Being a pro-active and idea generating partner within the local team
*Quality control and set-up of presentations and other documentation for the business development team
*Prepare topics for the weekly team meeting to keep all team members informed about recent developments and initiatives relating to client servicing and related CRM subjects
*Update the contact management tool with up-to-date contact information, conversation, activity and meeting notes to allow follow-up action
*General data management and clean-up

Distribution Network Service
*Demonstrating superior client service skills for all daily tasks
*Ensure expedient and accurate resolution of all incoming requests by distribution network
*Arrange for completion of all incoming requests for information (due diligence, questionnaires) from the distribution network and research companies with respective departments (RFP/RFI)
*Coordinate the sending of ad hoc and regular reports to the distributors
*Promotion of the company web site and services to the distribution network and work with internal departments on respective initiatives
*Ensure follow-through and continuous communication between the company and the investment community
*Event, fairs and meeting participation
*Propose ideas and suggestions for enhancements on process and tools to provide best in class client service
*Interface between various departments such as Marketing, Product, Event, Web, Communication, Legal, Middle Office, Reporting, Accounting, Change Management on issues as they relate to these departments
*Understanding of operational procedure and guidelines and close cooperation with Middle Office team on respective questions
*Liaison between Legal / Tax department and distribution partners for requests, amendments, distribution of information, new regulations and campaigns (in particular local specifics) and maintenance of the distribution partner agreement list

Marketing & Event Support
*Manage the local marketing material and promotional items stock and arrange for distribution of material for events
*Handle regular and ad-hoc mailings to the distribution network (i.e. newsletters, invitations, updates, etc.)
*In charge of the local meeting and event organisation (Road Shows, Investment Seminars, Thematic Lunches, Fairs, Conferences) by keeping the Event Management tool and local event calendar up-to-date while coordinating with local team and Event/Marketing/Product group
*Review and proof reading of all marketing, product, press and reporting material into local language

Candidate Profile
*Previous investment fund and/or asset management and client service experience required
*Good knowledge of investment management, investment products and financial markets
*This position requires excellent interpersonal, communication and organisational skills
*Highly motivated
*Must be a team player and work well with corresponding local team and members of the wider organisation
*Client Service minded and striving for support excellence
*A supportive, persuasive telephone manner with clients
*Courteous, open-minded, pro-active and flexible at all times
*Professional demeanor in the office and when representing the company during public events
*Adequate handling of confidential information
*Ability to handle a wide range of questions and projects with minimal direction and meeting deadlines
*Good eye for detail; diligent and structured
*Reliable and able to stay past required hours as dictated by the volume of work
*Computer proficiency
*French language skills are an advantage
*The role requires occasional travelling
*Having both wholesale and retail experience is a plus
*Graduate/post-graduate degree in a business related discipline

To apply for this position please send a copy of your CV in English and as a word document to:

Thank you for applying to Euro London Appointments, the UK's largest independent language consultancy. We aim to respond as promptly as possible to your application, however, due to the high level of CV's we receive we are only able to respond to applicants whose profile matches our Clients requirements. Please note that we can only accept applications from candidates in possession of a valid UK work permit. To enquire about other vacancies please visit our website at



Maurice Christie

Principal Consultant

Team: Banking & Financial Markets

I specialise in: Recruiting client facing functions within financial services

Languages: English, French, Spanish and Northern Irish-isms

I’ve been at Euro London since: 2007

About me: Originally from Northern Ireland, I have lived in London for 13 years and worked for Euro London for 10 of those. I studied French and Spanish at University, so being able to work with International talent and promote that in the London market was a natural choice for me. When I’m not in the office, I’m exploring what London has to offer. This usually means at the markets or trying out new pubs and restaurants. I’m a foodie so I enjoy eating out a lot. To try and balance this indulgence, I go to the gym and swim (although not as much as I should) and I enjoy playing tennis when Wimbledon fortnight is upon us.

If I was a famous person, I would be: A male version of Maya Angelou – her poems and wise words have always resonated with me

Fun fact: I used to compete at school national level in swimming in the butterfly stroke