Vp, Relationship Management - London, United Kingdom - Ameriprise Financial

Ameriprise Financial

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Where you'll fit in & what our team goals are

Retain existing LGPS (Local Government Pension Schemes) and local authority treasury clients through proactive maintenance and development of relationships with both clients, their consultants and the LGPS Pools.

Build relationships with new clients and over time cross sell to existing clients where possible and appropriate.

You will support the sales process and eventually have the opportunity to participate in the origination of new business.

Responsibilities

How you'll spend your time....

Maintain a log of client tiering across the team and ensure service delivery consistent with each client's status
Manage the book of clients you have responsibility for through:
Understand the client and their requirements
Take every opportunity to improve the client experience
Delivery of SLA in respect of client tiering
Ensure timely response to daytoday queries
Escalate issues as appropriate
Communicate investment strategy ideas and market intelligence in a proactive manner
Be an advocate for the client within CTI
Seek the status of trusted adviser with clients
Leverage the time and resources of the investment teams effectively
Ensure Salesforce accurately reflects all client details, contact activity and pipeline
Maintain an annual record of CPD
Maintain up to date knowledge of investment markets and CTI strategies in order to be able to discuss the same with clients and their consultants
Achieve all applicable regulatory and risk management standards defined to manage Money Laundering / Terrorist Financing and Sanctions risk

Required Qualifications

To be successful in this role you will have....

Successfully completed the IMC as a minimum
Have started, completed or be willing to complete the CFA Level 1

Preferred Qualifications

If you also had this, it would be great

Local Authority experience is a plus but not essential

About Our Company

You'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you'll find growth and career opportunities across all our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together.

Our expertise is diverse with more than 450 investment professionals sharing global perspectives across all major asset classes and markets.

Our clients have access to a broad array of investment strategies and we have the capability to create bespoke solutions matched to clients' specific requirements.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.