Relationship Associate

William Blake Group; London; On-site; GBP 45,000 - 75,000; Full time

Job description

• Assist the Head of Insurance in growing the number of insurance clients and perform research on potential investors and perform analysis on existing client base to identify opportunities to cross sell across the platform.
• Including arranging meetings, conducting research on insurance company public filings to understand potential opportunities/areas of focus, creating presentation materials for meetings and finals, and tracking and delivering follow-up items post meetings, managing contact lists for marketing materials, as well as occasionally hosting meetings in partnership with the Insurance Advisor or on their own.
• Plan and manage client and prospect events for the Insurance Team (pre-event organization, onsite execution, attendee data management, senior management liaison, etc.).

Client Service:

• Oversee all aspects of the day-to-day servicing of existing insurance client accounts. This may include delivery of client reports and materials, fielding ad-hoc client queries, gathering of critical data to quickly respond orally and in writing to client information requests, and routing transactional requests, etc.
• Responsible for the maintenance of the CRM database (Salesforce) and for tracking client contacts and meetings with clients and prospects, including distribution of conference and meeting notes.

Marketing and Product Management support:

• Partner with Asset Class BD Teams, Insurance Marketing, and the Insurance PM team.
• To develop and maintain a suite of materials for each investment strategy that The Firm offers to insurance companies and a suite of thematic oriented or platform presentations maintenance and evolution of the firm’s Insurance introductory deck/upfront slides.
• Work with the firm’s Portfolio Managers on presentations for industry events and work with Insurance Marketing on conferences, events, and symposiums.

Request for Proposal Support:

• Collaborate with the RFP team on all Request for Proposals for new business with insurers including ensuring that the RFP team’s language describing The Firm’s insurance capabilities aligns with our positioning and that they have up-to-date descriptions of all new insurance strategies.

Solutions/Analytical Support:

• Continuously track and analyse client mandates and allocation preferences and conduct quantitative and qualitative market and competitor research to produce client assessments identifying key prospects ahead of product.

M&A Support:

• Provide analytical support to Insurance M&A and Partnership opportunities.

Executive Business Support:

• Create and maintain business management dashboards to track activity, opportunities, campaigns, RFP’s, pipeline, and wins; take responsibility for “Executive Presentations.”

Desired Attributes and Skills:

• Bachelor’s degree, preferably in Finance, Economics, or Marketing, and an excellent academic record.
• At least 5 years of experience in Financial Services, preferably Insurance.
• Track record of outstanding performance and achievement.
• A belief that client is first and the ability to influence and lead others to prioritize in that way.
• Ability to collaborate across all levels of the organization.
• Exemplary relationship building skills.
• Exceptional verbal, written communication, and presentation skills.
• Proven track record in meeting deadlines with keen ability to multi-task and prioritize.
• Analytical mindset and strong problem-solving abilities.
• Passion for investments, markets, and learning The Firm’s investment strategies.
• Fluent in Microsoft Word, PowerPoint, and Excel; experience with Salesforce.