Client Relationship Manager Insurance Distribution

Aviva Employment Services; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global asset manager in London is seeking a proactive Client Relationship Manager to join its Insurance Client team. This role focuses on business development, managing client relationships, and ensuring effective communication and prompt resolution of issues. Ideal candidates will have a background in business development, experience with insurers, and regulatory competency such as CFA Level 1 or IMC. The organization offers a generous benefits package and supports flexible working arrangements.

Benefits

Generous pension scheme with up to 14% contribution

Eligibility for annual performance bonus

Generous holiday entitlement

Aviva-funded Private Medical Benefit

Flexible benefits including electric cars

21 volunteering hours per year

Qualifications

• Experience in business development and relationship management roles.
• Ability to influence stakeholders within and outside the organization.
• Strong capability to manage day-to-day client issues and inquiries.

Responsibilities

• Attract and secure insurance clients through business development.
• Manage relationships and ensure prompt resolution of client issues.
• Oversee legal documentation, fee billing processes, and mandate changes.

Skills

Regulatory threshold competent and approved – CFA Level 1 or Investment Management Certificate (IMC)

Proven ownership of client relationships

Strong collaboration skills

Industry knowledge of Asset Management and Insurance

Motivated to deliver first-class client service

Job description

Please note this position is based in London and this will be the contractual location of the successful candidate other locations cannot be considered.

Aviva Investors is on an exciting journey of transformation. As a leading global asset manager we are dedicated to delivering long-term investment outcomes for our clients and communities through responsible and sustainable investing. With 238 billion in assets under management (AUM) operations across nine countries and a heritage spanning over 325 years we offer a wealth of opportunities for talented individuals ready to take the next step in their career.

Client Relationship Manager - Insurance

We are seeking a proactive and driven individual to join the UK Insurance Client team at Aviva Investors. We’ve recently welcomed a new Global Head of Insurance so this is an especially exciting time to join the team as it embarks on a fresh chapter of innovation and change!

This is a fantastic opportunity for someone who has experience working in a business development and client-facing or relationship management role. Experience of working with insurers is beneficial.

A bit about the job :

In this client‑facing role you will be responsible for both Business Development (attracting and securing insurance clients) as well as managing the day‑to‑day relationships with Aviva clients across various asset classes ensuring prompt resolution of issues including reporting performance and fee billing queries. You’ll act as the main point of contact for client meetings, maintain accurate records and regularly update team processes and procedures. The role involves ownership of legal documentation such as IMAs oversight of the fee billing process and coordination of mandate changes. You’ll also support cross‑selling opportunities and serve as an internal resource for mandate‑specific queries.

Reporting directly to an Insurance Business Development or Client Director you’ll work closely with the Client Relationship Management team within a global Distribution network spanning the UK & Ireland, Europe, North America and Asia Pacific. This is an exciting opportunity to deepen your investment knowledge and strengthen client relationships in a dynamic environment!

Skills and experience were looking for :

• Regulatory threshold competent and approved – e.g., CFA Level 1 or Investment Management Certificate (IMC) as a minimum.
• Track record of taking ownership of client relationships and achieving successful outcomes by influencing internal and external stakeholders.
• A strong collaborator who is able to build effective relationships with different business areas across Aviva Investors.
• Good industry knowledge (both Asset Management and Insurance) combined with effective knowledge of operational processes.
• Motivated to deliver first‑class client service balancing the needs of the client with those of Aviva Investors.

What you’ll get for this role :

• Generous pension scheme – Aviva will contribute up to 14% depending on what you put in.
• Eligibility for annual performance bonus.
• Family friendly parental and carers leave.
• Generous holiday entitlement plus bank holidays with the option to buy / sell up to 5 additional days.
• Up to 40% discount for Aviva products.
• Aviva‑funded Private Medical Benefit to help you get expert support when you need it.
• Brilliant flexible benefits including electric cars.
• Aviva Matching Share Plan and Save As You Earn scheme.
• 21 volunteering hours per year.

Aviva is for everyone :

We’re inclusive and welcome everyone. We want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t we would still encourage you to apply. We also consider all forms of flexible working including part time and job shares.

We flex locations, hours and working patterns to suit our customers’ business and you. Most of our people are smart working spending around 50% of their time in our offices every week – combining the benefits of flexibility with time together with colleagues.

To find out more about working at Aviva take a look here.

We interview every disabled applicant who meets the minimum criteria for the job. Once you’ve applied please send us an email stating that you have a disclosed disability and we’ll interview you.

Please submit your application online. If you require an alternative method of applying send an email to …