Accessibility Links

Investment Relationship Manager

  • Salary: £28000 - £33000 per annum
  • Location: Manchester, Greater Manchester
  • Sector: Investment Management
  • Job type: Permanent
  • Date posted:
    09 Mar 2021
  • Job reference: 34897

My client is a wealth and investment management firm in the heart of Manchester city centre and they are currently looking for an Investment Relationship Manager to join their team.

The main purpose of this role is to contribute to the success of their investment management team, by helping to manage client relationships, communicating the rationale and results to clients, whilst looking after their broader day-to-day needs. This is not a sales role, it's mainly about client liaison. Joining them will also give you the opportunity to take professional qualifications with the CISI.

The role

  • Production of presentation material for client meetings, as well as attending and contributing to meetings
  • Assist and liaise with new business team, in the production of tender documents for prospective clients
  • Involvement in the new client take-on process and ongoing annual review process of current client portfolios
  • Produce direct client communications by writing content for transaction letters and investment management reports
  • Contribute content for publication on the website and other external communications and marketing material
  • Assist with ongoing portfolio monitoring and compliance with mandates
  • Assist with reviewing funds for use in client portfolios

About you…

  • High level of verbal and written communication skills
  • Excellent organisational skills and attention to detail
  • Knowledge and experience in investment management

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our clients include: