Relationship Manager

Relationship Management

We’re looking for a relationship-driven professional to join our Private Markets team, owning the client onboarding journey and building lasting relationships across our client base. You’ll work closely with Sales, Client Services, Compliance, Operations, and Relationship Management to deliver a seamless, best-in-class client experience

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WHAT YOU’LL

• DOOwn the end-to-end client onboarding process, from first engagement through to account fundi
• ng.Guide clients and Relationship Managers through onboarding documentation and requiremen
• ts.Proactively follow up with clients and internal teams to keep onboarding on tra
• ck.Partner with Sales and Relationship Management to deliver an outstanding client experience and grow wallet sha
• re.Monitor dormant accounts and re-engage clients on funding intentio
• ns.Respond to client enquiries, resolve issues, and escalate complex matters where need
• ed.Support MI reporting, business performance analysis, and client presentatio
• ns.Build polished client-facing decks and product materials in PowerPoi
• nt.Maintain accurate client records and help improve onboarding process

es.WHAT YOU B

• RINGExperience in Client Relationship Management, Client Services, or Account Management within Financial Servi
• ces.A track record supporting client onboarding and account open
• ing.Strong relationship management and client service skills – this is a m
• ust.Excellent communication skills and a natural ability to build stakeholder relationsh
• ips.Sharp organisational skills and comfort managing multiple priorities at p
• ace.An analytical mindset, confident interpreting data to inform decisi
• ons.Advanced Excel and PowerPoint ski
• lls.Exposure to compliance or regulatory onboarding in Financial Services (a pl
• us).Bachelor’s degree or equivalent experience prefer

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