About the role

  • Lead and manage institutional client relationships across assigned regions (EMEA, Middle East, APAC)
  • Deliver tailored investment solutions aligned with mandate requirements and evolving client needs
  • Act as the lead relationship manager, champion clients internally and represent Insight externally
  • Understand client investment objectives, constraints and strategic direction
  • Maintain strong relationships with CIOs, Finance Directors and Global Heads of Pensions
  • Identify opportunities to grow mandates, lead client pitches and support new business acquisition
  • Maintain detailed client plans outlining strategic context, risks, opportunities and actions
  • Provide ongoing investment dialogue and adapt solutions to changing market conditions
  • Coordinate with Portfolio Management, Legal, Finance, Operations and Investment Specialists for seamless client servicing
  • Project manage new client onboarding and transitions, including negotiation of legal agreements
  • Contribute to product and service development and ensure clients are informed of developments
  • Fulfil delegated governance responsibilities, escalate concerns and complete mandatory training

Requirements

  • Minimum of 10 years’ experience in institutional relationship management or transferable skills from asset management, sell‑side financial services or consulting
  • Strong understanding of investment management theory and practice
  • Fluent in English; proficiency in additional languages advantageous
  • Regional knowledge of European institutional markets and/or familiarity with APAC or Middle East investment landscapes
  • Excellent communication, organisational, and project management skills
  • Ability to manage relationships at various levels and across cultures
  • Experience with physical and derivative-based investment solutions
  • Proven track record in business development and sales, including driving revenue growth and delivering client acquisition strategies

Job title

Client Director

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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