Client Relations - EMEA Insurance

Berkeley Croft; Greater London; On-site; GBP 65,000 - 90,000; Full time

Job summary

Berkeley Croft is seeking an Associate to join its EMEA Insurance Client Relations team in London. You will support institutional insurance clients while working with investment, portfolio management, marketing and business development teams.

The role emphasizes client service, cross-selling opportunities and collaboration across departments, with a focus on maintaining relationships and delivering clear communications.

Qualifications

• Degree educated in Finance, Economics, Marketing or related field.
• Experience in asset management or investment services is beneficial.
• Strong communication, presentation and relationship-building abilities.

Responsibilities

• Deliver day-to-day service to institutional insurance clients, handling queries, portfolio reviews and communications.
• Support business development with prospect research, meetings and follow-ups.
• Collaborate with RFP team to provide up-to-date information for RFPs and due diligence.
• Develop marketing materials and investment presentations.
• Support client events, asset allocation analysis and benchmarking.
• Contribute to product development and strategic initiatives.
• Maintain CRM data and assist with pipeline tracking.

Skills

Communication skills

Presentation skills

Relationship-building

Analytical abilities

Microsoft Office

CRM experience

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.