Relationship Management, Assistant Vice President, State Street Investment Management
Skills
About This Role
Job Description
We are looking for a Client Relationship Manager to join our dynamic, diverse State Street Investment Management Middle East & Africa (MEA) team.
Reporting to the Head of Relationship Management MEA, you will be a member of the regional Client Coverage team contributing to our client relationship management and business retention efforts.
You will be part of an ambitious and entrepreneurial team covering a range of client segments with a strong focus on Official Institutions, pension funds, family offices and financial institutions.
Your personal focus will be on Tier 2-3 clients across the region.
You will also be invited to take part in strategic projects and initiatives supporting our business growth and risk excellence efforts in the region.
This role will call for collaboration across the entire firm: investments, research, sales and marketing, operations.
The role requires energy, flexibility, curiosity and excellent interpersonal and communication skills.
You will gain exposure to a broad range of investment strategies including index and active equities, fixed income, cash, ETF, OCIO and private markets solutions, while developing an understanding of institutional and intermediary client needs and regional market dynamics.
What We Will Ask You To Do
- Take ownership of tier 2 – tier 3 client relationships
- Assist with client onboarding, mandate changes, asset transitions and distribution-related activities across multiple jurisdictions
- Help prepare for client meetings by coordinating internal inputs, developing briefing materials and following up on agreed actions
- Support the retention of existing business by contributing to high-quality service delivery and timely, accurate client communication
- Assist with RFPs, client due diligence questionnaires, product information requests and presentation materials
- Work closely with internal stakeholders in investments, portfolio strategy, sales, marketing, operations and legal/compliance to deliver a coordinated client experience
- Monitor client activity and basic product performance information, escalating queries where appropriate
- Maintain accurate client records and support internal reporting requirements
- Ensure all activities are carried out in line with internal policies, fiduciary standards and applicable regulatory requirements
What We Would Love You To Be
- Bachelor’s degree in finance, economics, business or a related discipline
- Progress towards CFA or CAIA qualification
- Arabic language fluency is a plus
- 3-5 years’ experience in asset management, client servicing, sales support or a related institutional financial services role
- Experience dealing with asset owners and official institutions in the MEA region
- Basic understanding of institutional investment products and markets
- Strong written and verbal communication skills
- Well-organized, detail-oriented and able to manage multiple tasks and deadlines
- Proficiency in Microsoft Office applications (PowerPoint, Excel, Word) including Co-Pilot
- Willing to travel across the region
- Excellent communication and interpersonal skills
- Good understanding of legal / regulatory framework in the UAE
- A good problem solver and trouble-shooter, with the ability to identify and analyze issues with the creativity and energy to solve them
Who You Are
- You are articulate, curious and entrepreneurial and team player
- You want to work in a diverse, multi-cultural environment
- You are motivated and keen to deliver the best possible result to clients
- You have the patience and resilience to work through lengthy sales conversion cycles
- You are passionate about long-term relationship building and are focused on delivering solutions rather than products
- You understand the importance of risk excellence when representing a global financial services firm in emerging markets
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
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