Investment Management EMEA Client Relationship Management Vice President

Investment Management - EMEA Client Relationship Management - Vice President

Copenhagen

Role Overview

The Client Relationship Management (CRM) team sits within Distribution (Sales & Marketing) and plays a core role in the management of client relationships across the full lifecycle from onboarding through to ongoing servicing and strategic engagement. The team collaborates with clients and internal partners to anticipate client needs solve challenges and unlock the firms full capabilities to help them achieve their investment goals.

We are seeking to hire a locally based Vice President to join the EMEA CRM team reporting directly to the Head of EMEA CRM. This individual will act as a trusted relationship manager and strategic partner to the Nordic Sales team supporting key client relationships across the Nordic region.

The role is highly collaborative and client-facing requiring close proximity to local Sales colleagues and clients a strong understanding of local market dynamics and regulatory requirements and the ability to support complex client needs across segregated mandates pooled vehicles and multiple asset classes (public and private markets).

Key Responsibilities

Client Coverage & Relationship Management

• Act as a key contact for an assigned set of (primarily) institutional clients (e.g. insurance pension and family offices) partnering closely with Sales colleagues to support the acquisition development and servicing of long-term client relationships.

• Support clients invested across segregated mandates (SMAs) and mutual funds across both public and private market strategies with a strong understanding of differing operational governance and reporting requirements. Partner with Sales Investment and Infrastructure teams (e.g. operations legal & compliance etc.) to:

  • Facilitate client onboarding and amendment activities KYC/AML (leveraging knowledge of local requirements) distribution of contractual and other documentation to clients and facilitation of responses

  • Facilitate client outreach exercises for example in the case of regulatory or business notifications

  • Address client requests: reporting data feeds benchmark updates exclusions etc.

  • Address client enquiries coordinate responses and ensure timely and high-quality delivery on client requests

  • Facilitate operational account management

  • Assist in the coordination and execution of complex client transactions and bespoke client requirements.

  • Participate in and host client meetings due diligence sessions and portfolio review meetings as required.

  • Serve as the key point of contact locally for reporting performance data and regulatory documentation.

Sales Partnership & Local Market Expertise

• Operate as a close partner to local Sales teams supporting client engagement in the local language(s) and strengthening MSIMs in-market client presence.

• Demonstrate deep understanding of local client and regulatory requirements market practices and client expectations to ensure compliant and appropriate client solutions.

• Support new business initiatives by contributing CRM expertise to pitches RFPs onboarding discussions and early-stage mandate structuring.

Governance Risk & Controls

• Ensure client activity is managed in accordance with MSIMs governance framework internal policies and regulatory obligations.

• Support the identification escalation and resolution of client issues complaints and risk incidents in partnership with relevant functional teams.

• Contribute to change management initiatives impacting clients ensuring appropriate risk assessment and client outcomes.

Collaboration & Contribution to the CRM Function

• Work closely with colleagues across the full suite of internal functions to deliver an integrated client experience.

• Contribute to broader EMEA and global CRM initiatives process improvements and client experience enhancements.

• Demonstrate strong judgment accountability and a client-centric mindset while acting as a positive culture contributor.

Required Experience & Skills

• Relevant experience within asset management banking or financial services including client relationship management or client servicing roles.

• Strong understanding of institutional asset management with experience across segregated mandates and pooled vehicles across both public and private asset strategies.

• Demonstrated ability to support and manage client relationships in close partnership with Sales teams.

• Familiarity with local regulatory environments market structures and institutional client expectations in the Nordic region.

• Ability to operate effectively in a fast-paced highly matrixed organisation with a dynamic approach to a variable and evolving workload

• Excellent interpersonal and communication skills with the ability to engage credibly with senior clients and stakeholders.

• Strong organisational skills attention to detail and ability to manage multiple priorities.

• Bachelors degree or equivalent.

Language Skills

Fluency in English and Danish or another Nordic language is required. Familiarity with multiple Nordic languages is a plus.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back that guide our more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find trusted colleagues committed mentors and a culture that values diverse perspectives individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry.

Were committed to bringing passion and customer focus to the business.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds talents perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting developing and advancing individuals based on their skills and talents.

Required Experience:

Exec

Employment Type : Full-Time
Experience: years
Vacancy: 1