Client Relations - EMEA Insurance

The Berkeley; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

The Berkeley is seeking an Associate for its EMEA Insurance Client Relations team in London. You will deliver day-to-day service to institutional insurance clients and collaborate with investment, portfolio management, marketing and business development teams.

You will support BD through research, meetings, and presentations, while maintaining CRM data and contributing to product development and strategic initiatives. Strong communication and analytical skills are essential.

Qualifications

• Degree educated, ideally in Finance, Economics, Marketing or a related discipline.
• 2–5 years' experience within asset management with exposure to insurance clients.
• Strong interest in investment markets and institutional clients.
• Excellent communication, presentation and relationship-building skills.
• Highly organised with strong analytical abilities and attention to detail.
• Proficient in Microsoft Office; CRM experience (e.g. Salesforce) is advantageous.

Responsibilities

• Deliver day-to-day service to institutional insurance clients, including fielding client queries, portfolio reviews, cross-selling, reporting, presentations and client communications.
• Support business development through prospect research, meeting preparation, presentations and follow-ups, attending client meetings and networking events in-person.
• Partnering with the RFP team to ensure they have up-to-date information about the firm’s insurance capabilities for the completion of RFPs, due diligence questionnaires and new business opportunities.
• Develop and maintain marketing materials, investment presentations and thought leadership content.
• Support client events, strategic asset allocation analysis, peer benchmarking and other analytical projects.
• Contribute to product development and strategic initiatives.
• Maintain CRM data and support business management and pipeline tracking.

Skills

Strong communication

Relationship management

Analytical skills

Attention to detail

Microsoft Office

CRM experience (Salesforce)

Education

Finance / Economics / Marketing degree

Tools

Salesforce

Job description

We are working with a leading global investment management firm who are seeking an Associate to join its EMEA Insurance Client Relations team in London. This is an exciting opportunity for a client-focused professional to support institutional insurance clients while working closely with investment, portfolio management, marketing and business development teams.

Key Responsibilities

• Deliver day-to-day service to institutional insurance clients, including fielding client queries, portfolio reviews, cross-selling, reporting, presentations and client communications.
• Support business development through prospect research, meeting preparation, presentations and follow-ups, attending client meetings and networking events in-person.
• Partnering with the RFP team to ensure they have up to date information about the firm’s insurance capabilities for the completion of RFPs, due diligence questionnaires and new business opportunities.
• Develop and maintain marketing materials, investment presentations and thought leadership content.
• Support client events, strategic asset allocation analysis, peer benchmarking and other analytical projects.
• Contribute to product development and strategic initiatives.
• Maintain CRM data and support business management and pipeline tracking.

About You

• Degree educated, ideally in Finance, Economics, Marketing or a related discipline.
• 2-5 years' experience within asset management, specifically with exposure to insurance clients.
• Strong interest in investment markets and institutional clients.
• Excellent communication, presentation and relationship-building skills.
• Highly organised with strong analytical abilities and attention to detail.
• Proficient in Microsoft Office; CRM experience (e.g. Salesforce) is advantageous.

Why Join

• We have placed a number of people with this client over the past 12 years and candidate feedback has always been excellent
• This is a highly respected global investment manager with a collaborative, growth-focused team.
• You will have access to broad exposure across a variety of traditional and alternative strategies.
• Excellent long-term career opportunities, competitive salary and comprehensive benefits.
  Degree educated, ideally in Finance, Economics, Marketing or a related discipline.
• 2-5 years' experience within asset management, specifically with exposure to insurance clients.
• Strong interest in investment markets and institutional clients.
  We have placed a number of people with this client over the past 12 years and candidate feedback has always been excellent
• This is a highly respected global investment manager with a collaborative, growth-focused team.
• You will have access to broad exposure across a variety of traditional and alternative strategies.
• Excellent long-term career opportunities, competitive salary and comprehensive benefits.