Sales & RM, Working from Home

Our client, an institutional investor consultancy, is seeking a Sales and Relationship Manager for their Custodian Bank Benchmarking division.

About the role

The role involves researching and developing leads for prospective clients—primarily fund managers, pension funds, and endowments—as well as managing client assignments. These assignments may range from one-off consulting projects (fee benchmarking, RFPs) to ongoing analytical benchmarking initiatives. Additional responsibilities include relationship management and cross-selling for existing clients.

Requirements

• 10–15 years’ experience in financial consulting, custody, or fund administration with senior-level client-facing responsibilities.
• Demonstrable experience in developing and closing sales.
• Client management background.
• A strong network of prior relationships among UK/European-based institutional investors.

Schedule

This is a full work-from-home opportunity.