Client Account Manager

Job Description

Location: Based in either London, UK or Nicosia, Cyprus, with potential travel to Bahrain (when travel reopens).??The Role: We are looking for a sharp, talented graduate with strong interpersonal skills and numerical ability to join our London office as a Client Account Manager.??The Client Account Manager role sits within the Portfolio Group.?You will be the conduit through which Albourne provides investment advice to its clients and interacts with them on a daily basis. The Client Account Manager act as the liaison between Albourne and its clients while supporting those who advise sophisticated investors regarding complex investments in alternative asset classes.?The Company:Albourne is an investment consultant which was founded in 1994. Albourne advises over 270 investors, including institutional investors, financial intermediaries and family offices, on over $450 billion in alternative investments across the liquidity spectrum. It specialises in Hedge Funds, Private Equity, Real Assets, Real Estate and Dynamic Beta.Albourne empowers its clients to be the best investors they can be by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. Albourne seeks to minimise potential conflicts of interest by only providing non-discretionary advice, which it does on a fixed fee basis.Responsibilities:

• Act as the daily liaison between the clients and Albourne to ensure the delivery of advisory services
• Gain in depth knowledge of the client?s interests and needs to be able to identify cross selling opportunities in coordination with the Cross-Selling and Marketing Teams
• Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients; this may include summarizing salient points from Albourne research pieces and preparing quantitative analysis (performance, risk, etc) as requested by clients
• Proactively review and highlight new Albourne research to clients based on their current and/or potential portfolio(s)
• Responsible for monthly feedback regarding client interactions and satisfaction??????
• Become fluent in Albourne industry initiatives to independently explain our positions, garner feedback and liaise with the appropriate Albourne representative to implement any change
• Manage new client account set up and provide training of Albourne?s systems and tools to assigned clients through online and in person demonstrations
• Monitor and maintain client due diligence requests, budgets, and client preferences
• Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
• Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients.?If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
• Ensure the internal database and knowledge management system are maintained with up to date information on the clients
• Report potential conflicts to and work with compliance to ensure appropriate disclosures appear on research reports
• Actively participate in the planning and execution of Albourne Events as requested. Participate in the promotion and registration of all Client events.

Benefits & Perks:

• Discretionary bonus
• Private medical insurance
• Company sponsored professional development
• Wellness program (e.g., fitness tracking devices, yoga classes, inter-office competitions)
• Social events and Champagne Fridays
• 25 days holiday plus bank holidays
• Service recognition days
• Life insurance
• Tax-efficient benefits (cycle to work, season ticket loan)
• Workplace pension scheme.

At Albourne we believe a diverse, inclusive, and equitable workplace is one where all employees, feels valued and respected.All reasonable facilities will be provided for applicants and staff with disabilities to enable them to perform their roles without difficulty or disadvantage.

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