Client Relationship Manager

Job DescriptionYOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records.We have a terrific team spirit and culture in YOU so fit with the team will be a priority. Our business is growing rapidly and this client relationship role will be key to our ongoing success.Overall purpose of the jobWorking closely with the CEO, the investment team, and marketing, responsible for the day-to-day execution of the client relationship function as well as sitting on the Company’s Client Services, Sales & Marketing Committee.Objectives:Relationship building and maintenance:and maintaining relationships with business stakeholders, including clients, partners or vendorsand promoting healthy, long-lasting relations with Finli AdvisersResponsible for the quality of reporting (inc webinars) and content being issued to Finli and the underlying clientsall supporters receive periodic visits; exploring specific needs and anticipating new opportunitiesa CRM database to ensure discipline and process in the underlying relationshipsAccomplishing business development:and pursuing new business opportunities working with Finli Advisersan effective marketing and sales strategy by contributing to marketing and sales information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing production, productivity, quality, and customer-service standards; resolving problems; completing audits; identifying trends; determining system improvements; implementing changeDeveloping a compelling value proposition for firms, identifying marketing opportunities by identifying consumer requirements; defining market, competitors’ share, and competitors’ strengths and weaknesses; forecasting projected business; establishing targeted market shareImproves product marketability and profitability by researching, identifying, and capitalising on market opportunities and coordinating new product development.Managing staff (when required):Maintain good records for each business and contribute MI to monthly committee reportsBuild and manage the staff within the team (as and when the business grows)Be a champion of the Company’s values and promote the business with integrityBudgeting & Pricing:Meets sales financial targets by contributing to forecasting requirements; preparing an annual budget; scheduling expenditures; analysing variances; initiating corrective actionsReporting:Provides management information by collecting, analysing, and summarising data and trends.Professional Standards:Protects the organisation's value by executing duties in accordance with company valuesUpdate job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organisations.Required Experience:Proven client relationship background in asset management and/or investments. Currently involved in day-to-day client relations/sales as well as a thorough knowledge of processes and strategy.Understanding of the investment management and financial advice segments of the market and have relevant experience in the role with established firms in the UK.Business or relevant professional qualificationsFamiliarity with a regulated environment (desirable)
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