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8 дней назад

Relationship Manager I - Investor Services

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
UK
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Relationship Manager I - Investor Services (Financial Services/AI): Managing investor-services client relationships and supporting revenue growth for data, SaaS, messaging, and AI/ML solutions with an accent on client strategy, sales support, and financial-services technology. Focus on developing new revenue opportunities, coordinating due diligence and KYC activities, preparing pricing proposals, and analyzing client and market needs.

Location: London, United Kingdom; domestic travel may be required approximately 10–20% of the time.

Company

hirify.global is a global financial services firm providing investor services, capital-partner solutions, specialist expertise, technology solutions, and client management.

What you will do

  • Manage selected client relationships under manager supervision and support the execution of relationship plans.
  • Create presentations, product sheets, technical diagrams, best-practice documents, and virtual prototypes to support sales.
  • Coordinate due diligence visits, questionnaires, KYC files, client meetings, metrics, and client-volume reporting.
  • Support prospecting, evaluate existing relationships, identify revenue opportunities, and promote products at industry events and conferences.
  • Prepare pricing proposals and revenue projections, contribute to strategic planning and special projects, and perform research and financial modeling.

Requirements

  • BS/BA degree or equivalent work experience.
  • 4–5 years of global custody or investor services experience required.
  • 3–4 years of experience in client service, relationship management, sales, marketing, or operations; technology-focused experience is preferred.
  • Confidence contacting new client contacts through existing relationships and cold outreach.
  • Ability to collaborate across globally distributed and virtual sales, product, and technology teams.
  • Strong communication, presentation, and writing skills.
  • Detail orientation with the ability to identify challenges and recommend resolutions independently.
  • Ability to learn new subject matter, manage multiple conflicting priorities, and meet deadlines.
  • Strong proficiency in Microsoft Office applications and SharePoint.

Nice to have

  • Familiarity with data, digital, and technology product areas within financial services.

Culture & Benefits

  • Partnership-oriented environment focused on long-term client and employee relationships.
  • Globally distributed organization with collaboration both in person and virtually.
  • Collective debate, knowledge sharing, mentoring, and opportunities to contribute beyond the daily role.
  • Stable private-partnership structure with ongoing investment in relationships, technology, products, and employee development.
  • Rewards and benefits, philanthropy, sustainability initiatives, and support for personal, physical, and financial well-being.

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