Job Description
Elevate client engagement with Middlefield Limited as Director of Client Relationship Management. Bring your expertise to develop tailored support and help shape the investment management landscape.
This senior role reports to the Head of Sales and is critical for developing advisor relations. Build trust with clients through proactive engagement and tactical guidance while deeply understanding their business needs. The position involves collaboration across sales, marketing, portfolio management, and operations to address complex inquiries and expand strategic partnerships.
Key Responsibilities:
• Provide high-touch support to key advisor relationships
• Develop tailored guidance based on client needs
• Collaborate with internal teams for cohesive client servicing
• Mentor junior team members in relationship management
• Analyze data to enhance the management program
Requirements:
• Minimum five years in senior relationship management
• Strong technical k...
This senior role reports to the Head of Sales and is critical for developing advisor relations. Build trust with clients through proactive engagement and tactical guidance while deeply understanding their business needs. The position involves collaboration across sales, marketing, portfolio management, and operations to address complex inquiries and expand strategic partnerships.
Key Responsibilities:
• Provide high-touch support to key advisor relationships
• Develop tailored guidance based on client needs
• Collaborate with internal teams for cohesive client servicing
• Mentor junior team members in relationship management
• Analyze data to enhance the management program
Requirements:
• Minimum five years in senior relationship management
• Strong technical k...