Robeco
asset management
AccountManagerConsultantRelationsOCIO
“Account Manager Consultant Relations OCIO at Robeco. Skills: account management, client servicing, consultant relations, OCIO relationships, communication skills, analytical capability. servicing, coordination and development of relationships with global Outsourced Chief Investment Officer (OCIO) clients and their associated consultant partners. ensuring high‑quality account management, operational coordination and client support across a portfolio of global OCIO relationships”
What You'll Achieve.
ensuring the firm’s strategies, capabilities, and performance are accurately understood and appropriately positioned; delivering a consistent, professional client experience; supporting the firm’s global consultant and OCIO engagement strategy
Industry & Context.
solutions-oriented; analytical capability
An assessment and integrity test may be used in the selection procedure
What They're Looking For.
Must Have
3–6 years’ experience in asset management, institutional client servicing, consultant relations, OCIO, or a related financial services role, Familiarity with institutional investment products and solutions, Understanding of the OCIO and investment consultant landscape, Bachelor’s degree in finance, economics, business or a related professional qualifications
Nice to Have
Experience supporting global or cross-border client relationships, CFA or progress toward CFA
What You'll Do.
coordination and development of relationships with global Outsourced Chief Investment Officer (OCIO) clients and their associated consultant partners
ensuring high‑quality account management
operational coordination and client support across a portfolio of global OCIO relationships
delivering a consistent
professional client experience
supporting the firm’s global consultant and OCIO engagement strategy
Act as a primary point of contact for day‑to‑day servicing needs across assigned Global OCIO accounts
Coordinate responses to OCIO and consultant requests
Support the preparation and delivery of client and consultant meetings
Maintain accurate and up‑to‑date account information
interaction records and pipeline activity within CRM and internal systems
Liaise with internal stakeholders
Assist with monitoring OCIO and consultant trends
mandates and governance developments relevant to global accounts
Support senior team members with account planning
relationship mapping and strategic initiatives across the Global OCIO channel
Ensure all activities are conducted in line with internal policies
regulatory requirements and compliance standards
How You'll Work.
Team & Collaboration
Working closely with the Global Consultant Relations Team; Liaise with internal stakeholders (investment teams, client reporting, operations, legal and compliance); Collaborative mindset with the ability to work effectively across regions, cultures and functions
Communication Scope
Excellent written and verbal communication skills
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