OverviewClient Relationship Executive at J O Hambro Capital Management. This is a client facing role that blends relationship management, operational support, and market intelligence to partner with UK Wholesale and Institutional Relationship Directors and help grow relationships with wealth managers, private banks, NDFMs, family offices, advisor networks and consultants.

Main Responsibilities

Partner with Relationship Directors to manage exiting relationships and onboarding of new clients

Manage inbound client queries, liaising with investments, operations and compliance teams to provide timely and accurate responses

Coordinate marketing materials, presentations and RFPs

Maintain accurate contact and activity records in CRM system (Salesforce), monitor and report on product interest and pipeline activity

Work with operations to manage Distributor Due Diligence, Rebates and Agreements and ensure oversight of client reporting and mailouts to ensure accurate and timely delivery to clients

Maintain strong relationships with UK investment platforms and distribution partners to help onboard new share classes and ensure platform data, fund information and documentation are accurate and up to date

Assist with event planning and organisation such as roadshows, round tables and webinars. Managing invitations, RSVPs and post event follow ups to strengthen engagement

Coordinate with marketing efforts on targeted campaigns and ensure this is reflected in the CRM system

Conduct market research and prepare market intelligence summaries to assist the sales teams with client opportunities

Manage a shared client service mailbox to ensure all client queries are dealt with and responded to in a timely manner

Regulatory ResponsibilitiesTo conduct themselves in accordance with the regulatory requirements and obligations of the regulated entities, paying due regard to the Financial Conduct Authority''s Senior Manager and Certification Regime (as well as any other required local regulatory approvals and/or codes of ethics).

Key Skills

Previous experience in asset management, financial services or investment sales support preferred but not essential

Team player with a proactive, solution-driven mindset

A motivated individual who demonstrates drive and enthusiasm with a willingness to learn, innovate and improve

Strong organisational skills, attention to detail and the ability to prioritise tasks efficiently

High responsiveness and focus on delivering first class client experience

Excellent written and verbal communication skills with clients and a variety of internal stakeholders

Industry and market interest, including a desire to keep informed of current market trends and themes

An understanding of distribution technology, ideally with experience of working with Seismic and Salesforce platforms

IMC or equivalent preferred but not essential

Equal opportunitiesAt J O Hambro Capital Management (JOHCM), we are committed to fostering a workplace that embraces diversity, equity, and inclusion. We are dedicated to providing equal opportunities for all qualified candidates and creating an environment where everyone feels valued, respected, and empowered to contribute their best work. We actively encourage applications from individuals with diverse backgrounds and experiences, as we strive to build a workforce that reflects the global community.

Details

Seniority level : Associate

Employment type : Full-time

Job function : Sales and Marketing

Industries : Investment Management

LocationLondon, England, United Kingdom

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