You will be a key part of our Institutional Client Management team, focusing on our UK, Insurance and MEA client base.
Responsible for partnering with the Sales team to ensure our clients enjoy an excellent ongoing relationship and experience with the firm.
Own the ongoing relationship and experience for existing and new Institutional clients in line with our contractual agreements and Columbia Threadneedle standards.
Establish client service intent and map to the firm’s capabilities.
Identify and drive solutions to service needs.
Manage client engagement throughout events including negotiation of client contractual documentation.
Alert the Sales team to potential cross-sell, up-sell or defence opportunities arising from client engagements.
Proactively monitor delivery vs service proposition, including sign-off where required for service deliverables.

Established, proven Institutional client relationship management experience, specifically including experience of Segregated mandates.
Investment management experience including solid understanding of fund management, financial instruments, administration processes, performance analysis and reporting.
Must be a structured individual.
Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions.
Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business.
Good self-organisational and time management skills; ability to work under pressure to short deadlines.
Drive and enthusiasm demonstrated through striving to achieve a first-class service management function.
Ability to make clear decisions and exercise sound judgement; demonstrable problem solving, specifically around data and process.

Client Manager – Institutional

Key skills