A highly regarded, global financial services group seeks a Client Relationship Manager to foster relations with institutional clients.
Responsibilities include:
- Prospect new client relationships while nurturing existing ones; tailoring each strategy per client
- Perform update calls, client reporting, client checks, and portfolio reviews
- Manage client list in collaboration with other SRMs and CRMs
- Provide support to new initiatives with target firms
- Conduct client meetings and presentations
- Maintain the CRM system precisely and accurately
Qualifications:
- Bachelor's degree required
- 4-12+ years' experience in Client Relations
- RFP experience required
- Client Reporting experience required
- Strong Writing and Presentation skills
