ESG Relationship Manager – Contract - Ref: PL

A leading proponent of responsible investment, which utilises shareholder voting powers on behalf of institutional investors to maximise effective corporate stewardship, is looking to bring in a proven Relationship Manager to join their Client team. This varied role will be involved in all aspects of servicing and reporting to clients, pro-actively managing relationships with an allocated number of global institutional clients. You will be required to build strong positive relationships with both internal and external clients, to ensure high levels of client retention of likeminded clients and maintain and improve client satisfaction.

Roles & Responsibilities

  • Product knowledge: have a solid and up-to-date working knowledge of the ESG content, being able to deliver it to clients in various formats and forums.

  • Relationship and contract management: day-to-day management of relationships with allocated prospects & clients, ensuring the highest level of service e.g. query management, contract fulfilment, etc.

  • Client plans: regularly create and update the client relationship plans for all assigned clients.

  • Proactive communications: proactively schedule regular prospect & client contact, including calls, meetings and presentations, preparing supporting documents and briefing other attendees in advance. Collate, prepare and deliver quality bespoke client materials in a timely fashion.

  • Reporting requirements: work with the in-house Reporting and Operations teams to ensure that the clients receive correct and suitable quarterly reports.

  • Supporting the sales process: supporting the sales process for new prospects, including involvement in tenders and pipeline development. Maintain all relevant prospect & client related contact information on the CRM system.

  • Event support: contribute to client, prospect and marketing events as required. This may include taking a leadership position for a client engagement trip.

  • Administer and manage client take-on process for allocated new clients.

  • Build strong relationships with internal teams to ensure that prospects & clients receive the highest standard of operational support.

Experience & Qualifications

  • Previous client facing experience of working with a global institutional client base is essential, as is experience in working with CRM databases. This experience is likely to have been gained within asset management, or alternatively Investor Relations within financial services or professional services institutions with knowledge of the responsible investment industry.

  • Have a good understanding of the concept of corporate engagement and have experience of proxy voting, understanding the additional pressures arising during the proxy voting season.

  • Sensitivity in dealing with clients or prospects at a senior level is required. The job holder should be able to deal with client or prospect matters of an urgent or sensitive nature.

  • Analytical, resourceful and well organised to assist the sales process. Building good relationships with internal stakeholders such as the Sales, RFP and Events teams is important.

  • Must be accountable for delivering on both regular duties and ad-hoc tasks. Should have a sense of urgency in execution and must be highly organised and accurate. Must be able to function well as part of a team and be happy to contribute towards the continuous improvement of process.

  • Demonstrable interest and experience of responsible investment, including proxy voting will be an advantage.

  • Educated to degree level, or equivalent, with strong literacy and numerical skills essential. Advanced skills in MS Office (Excel, Word & PowerPoint) are also required.

  • Additional language skills are also advantageous.

To hear more about this exciting opportunity, please contact Peter Llewellyn on 020 7847 8873 or email your CV to

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.