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Relationship Associate
GMORelationship Associate in Global Client Relations team at GMO, supporting sales and consultant relations in Singapore. Focused on client servicing and maintaining institutional relationships within Asian markets.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client servicing and relationship management within the investment management sector, with a strong understanding of investment strategies and markets. Capable of effectively collaborating with various teams to ensure high levels of client satisfaction and efficient service delivery.
Highest-signal resume keywords
Client Service SkillsInvestment Strategies UnderstandingOrganizational SkillsAnalytical SkillsCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Management ExperienceReporting SkillsClient Relationship ManagementSales Database ManagementMeeting Coordination
Soft Skills
Attention to DetailStakeholder ManagementCollaboration
Certifications & Qualifications
University Degree in Commerce or Finance
Industry Keywords
Investment ManagementClient ServicingConsultant ManagementGMO Policies and ProceduresFinancial Markets
About the role
Key responsibilities & impact- Provide dedicated support to Relationship Managers in an effort to build and maintain relationships with GMO’s institutional prospects, investment consultants, and existing clients.
- Dedicated responsibility for specific reporting and fixed client service tasks each month
- Provide general client servicing and ad hoc support to clients, consultants and custodians who will habitually engage the team via e-mail and phone
- Help in overseeing a number of secondary client relationships --- generally being defined as clients with less than $20 million in assets with the firm and/or otherwise identified as generally low touch
- Interact effectively with prospects and consultants in person, over the phone and via written communication, as appropriate, and in conjunction with the Consultant Relations and Business Development teams
- Assist in the preparation for prospect, consultant, and client meetings, including coordination of calendars and sales database updates, participation in pre-meetings, meetings, presentation materials, and assistance with any follow-up items and meeting notes
- Develop a thorough understanding of GMO’s policies and procedures in order to help facilitate the efficient delivery of information and services to the prospect, consultant, and client community
- Understand and articulate GMO’s investment strategies, philosophy and process
- Work closely with GMO’s team of investment professionals independently and at the direction of the assigned regional team leader to insure each client, consultant, or prospect experiences the highest level of satisfaction from GMO
- Collaborate with various groups across GMO including: Marketing, Performance, Investment teams, Operations, RFP, as well as Legal and Compliance
Requirements
What you’ll need- At least 5 years’ experience in a similar role within an investment management business
- University Degree (or equivalent) in Commerce, Finance related discipline
- Demonstrated understanding of investment strategies and markets
- Demonstrated superior client service skills
- Strong organizational skills and attention to detail
- Ability to manage internal and external stakeholders with confidence
- Strong analytical skills
- Excellent written and verbal communication capabilities
- Previous experience working with relationship, marketing, or consultant management teams preferred
Benefits
Comp & perks- Commitment to clients
- Intellectual curiosity
- Open debate
- Diversity and inclusiveness