Team Lead, Institutional Asset Management at Alan & Grant

Job Summary

• The Team Lead, Institutional Asset Management is responsible for driving client acquisition, relationship management, and revenue growth within the institutional asset management segment. The role involves managing a portfolio of institutional clients across the asset management, investment banking and commercial trusteeship; understanding their investment needs and delivering tailored asset solutions in collaboration with internal stakeholders. The ideal candidate will demonstrate strong innovation and client engagement skills, sound knowledge of financial advisory, and leadership capability to guide junior team members.

Key Responsibilities

• Opportunity Origination and Business Development
• Identify and originate new business opportunities by leveraging ARM’s full platform, including bespoke investment structures, commercial trusteeship, financial advisory, and co-investment solutions.
• Develop strategic account plans for key institutional clients to maximize long-term engagement and value creation.
• Prepare and deliver compelling proposals and investment presentations to prospects and clients.
• Build and maintain relationships with key industry stakeholders and partners

Client Relationship Management

• Manage and deepen existing institutional client relationships across pension funds, insurance companies, government entities, corporates, and endowments.
• Act as a key point of contact for client portfolio reviews, investment performance discussions, and strategic updates.
• Ensure timely and proactive resolution of client issues or concerns.

Investment Advisory and Structuring

• Collaborate with internal teams (portfolio management, research, and compliance) to deliver bespoke investment solutions.
• Provide input on product development based on client feedback and market insights.
• Maintain up-to-date knowledge of financial markets, asset classes, and industry trends to support client advisory.

Team Leadership and Collaboration

• Supervise and mentor junior staff within the institutional team, supporting their development and productivity.
• Promote a collaborative working culture and coordinate with other departments for optimal client service delivery.
• Support the Head of Institutional Sales in developing client engagement strategies.

Reporting and Compliance

• Track client activity, pipeline status, and revenue metrics in CRM and reporting tools.
• Ensure compliance with internal policies and external regulations governing asset management.

Requirements

• Bachelor’s degree in finance, Economics, Business Administration or a related field.
• MBA or professional certification (e.g., CFA, CIS, ACCA) is an added advantage.
• 10+ years of relevant experience in asset management, investment banking, or institutional client relationship roles.
• Demonstrated success in managing high-value institutional clients and growing AUM.
• Solid understanding of investment products, portfolio construction, and financial markets
• Strong relationship management and communication skills
• Strategic thinking and solution-oriented mindset
• Excellent presentation and proposal writing skills
• Leadership and team coordination abilities
• High level of professionalism and integrity