Hybrid Client Relationship Lead - Insurance Distribution

Aviva; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global asset manager is seeking a Client Relationship Manager in London. In this role, you will manage client relationships, engage in business development, and coordinate mandate changes. Ideal candidates should have relevant regulatory qualifications and a track record in client management. This position offers a generous package including pension contributions, performance bonuses, and flexible working options.

Benefits

Generous pension scheme - up to 14% contribution

Eligibility for annual performance bonus

Family friendly parental and carer’s leave

Generous holiday entitlement

Up to 40% discount for Aviva products

Aviva-funded Private Medical Benefit

Brilliant flexible benefits including electric cars

Aviva Matching Share Plan

21 volunteering hours per year

Qualifications

• Regulatory competency in investment management.
• Experience with client relationship management.
• Ability to influence stakeholders effectively.

Responsibilities

• Attracting and securing insurance clients.
• Managing relationships with clients across asset classes.
• Resolving issues related to performance and fee billing.

Skills

Regulatory threshold competent and approved - e.g. CFA Level 1, IMC

Track record of taking ownership of client relationships

Strong collaboration skills

Good industry knowledge in Asset Management and Insurance

Motivated to deliver first class client service

Education

CFA Level 1 or Investment Management Certificate (IMC)

Job description

A leading global asset manager is seeking a Client Relationship Manager in London. In this role, you will manage client relationships, engage in business development, and coordinate mandate changes. Ideal candidates should have relevant regulatory qualifications and a track record in client management. This position offers a generous package including pension contributions, performance bonuses, and flexible working options.