Team Lead, Institutional Asset Management at Alan & Grant

Job Summary

•  Responsible for managing and expanding relationships with key institutional clients, including pension funds, insurance companies, and other financial institutions.
• The role involves developing and implementing strategies to enhance client satisfaction, retention, and revenue growth.
• The Relationship Manager will act as a trusted advisor, providing tailored investment advisory solutions and ensuring the delivery of high-quality service to meet clients' financial goals.

Key Responsibilities
Business Origination:

• Identify and pursue new business opportunities within the institutional segment to grow assets under management (AUM).
• Collaborate with internal teams to design and present tailored investment strategies to prospective clients.
• Prepare and deliver compelling presentations and proposals to secure new mandates.

Client Relationship Management:

• Develop and maintain strong relationships with institutional clients, ensuring their needs are met and exceeded.
• Regularly engage with clients to understand their investment objectives and provide customized solutions.
• Serve as the primary point of contact for all client-related matters, including portfolio performance reviews, market updates, and strategic planning 

Investment Advisory:

• Work closely with the investment team to develop and recommend investment strategies aligned with clients' objectives.
• Monitor and analyze market trends, economic indicators, and portfolio performance to provide informed advice to clients.
• Ensure compliance with regulatory requirements and internal policies when advising clients.

Client Reporting and Communication:

• Prepare and deliver regular performance reports, ensuring clients are fully informed of portfolio status and any necessary adjustments.
• Address client inquiries promptly and professionally, providing clear and accurate information.
• Organize and participate in client meetings, including portfolio reviews and strategy sessions.

Requirements

• Bachelor’s degree in finance, Business Administration, Economics, or a related field.
• A master’s degree or relevant professional certification (e.g., CFA, CFP) is preferred.
• Minimum of 5 years of experience in investment banking, relationship management, institutional sales, or investment advisory, with a focus on asset management.
• Proven track record of managing institutional client relationships and driving business growth.
• Proven track record in client relationship management and business development.

Skills:

• Relationship Management: Strong ability to build and maintain long-term client relationships, with a focus on client satisfaction and retention.
• Investment Knowledge: Deep understanding of investment products, market dynamics, and portfolio management strategies.
• Communication Skills: Excellent verbal and written communication skills, with the ability to articulate complex financial concepts clearly.
• Analytical Skills: Strong analytical and problem-solving abilities, with a keen eye for detail.
• Business Acumen: Strong commercial awareness and strategic thinking, with a focus on driving business growth.