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- Tasks: Lead strategic investment advice for insurance clients and develop revenue generation plans.
- Company: Join a boutique advisory firm with a global reach, known for excellence and employee development.
- Benefits: Enjoy a collaborative culture, opportunities for growth, and a focus on innovation.
- Why this job: Be part of a transformative period in a high-performing team making a real impact.
- Qualifications: Strong understanding of insurance investments; ideally an Actuary or CFA with relevant experience.
- Other info: Act as a mentor to junior colleagues and engage with senior client personnel.
The predicted salary is between 43200 - 72000 £ per year.
TAG have been retained to find a talented and driven individual for a pivotal position within a high-performing and well-established organisation. The company has global reach but maintains a boutique and holistic advisory approach, making them uniquely placed to serve the investment function of institutional, insurance-focused clients. This role represents an exceptional opportunity to join a business that is undergoing an exciting period of growth and transformation, with a strong emphasis on innovation, collaboration and long-term strategic impact. The company operates at the forefront of its industry and is recognised for its commitment to excellence, integrity, and employee development.
The successful candidate will play a central role in delivering key objectives across their insurance investment business function, acting as a trusted partner to senior leadership and contributing to the wider business agenda. This is a highly visible role that requires a proactive, commercially-minded professional with strong communication and relationship skills, combined with a proven track record of delivering results in complex and fast-paced environments.
This firm offers a full spectrum of services designed to meet the increasingly complex financial needs of international and multigenerational clients.
Role and Responsibilities- Develop and execute revenue generation plans across a portfolio of insurance clients.
- Develop/maintain a deep understanding of client needs and requirements.
- Provide strategic investment advice to a portfolio of insurance clients including but not limited to asset allocation, portfolio structuring, investment risk optimisation and implementation.
- Operate as a senior team member ensuring excellent client service.
- Gain and maintain confidence of group-wide distribution teams, collaborating to source and close new business opportunities.
- Design and deliver high quality investment solutions supporting proposals, presentations, RFPs & RFIs.
- Be the insurance-investment expert in client pitches and business development activities, working alongside local distribution colleagues.
- Lead project teams, delegate work to analysts, provide guidance and peer review, and act as a coach/mentor to junior colleagues.
- Act as a credible representative with clients’ senior personnel and decision makers.
- Maintain and check technical accuracy, reasonableness of own work and others.
- Provide input to team development and strategy.
- Strong technical understanding of insurance investments.
- Firm grasp of the underlying economic, investment and regulatory issues that determine insurers’ investment and business decision making.
- In-depth knowledge of insurers’ assets and liabilities; ability to construct optimal and practically implementable asset strategies to meet clients’ objectives.
- Strong analytical and quantitative experience of modelling, risk analysis, stress and scenario analysis on insurance products/portfolios.
- Well informed on insurance industry themes.
- Strong problem solving skills and ability to clearly articulate complex issues.
- Understanding of the company’s capabilities and key products spanning asset classes.
- Contribute to publications for insurers and participate in insurance client events and related marketing activities.
- Ideally qualified Actuary or CFA with extensive insurance-investment expertise.
- Experience of working at an insurer in the investment team or advising life and general insurers on their investment portfolios is advantageous.
Senior Consultant - Insurance Investment employer: The Actuary Group
Contact Detail:
The Actuary Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Consultant - Insurance Investment
✨Tip Number 1
Network with professionals in the insurance investment sector. Attend industry events, webinars, and conferences to connect with potential colleagues and clients. Building relationships can give you insights into the company culture and the specific needs of the role.
✨Tip Number 2
Stay updated on the latest trends and regulations in the insurance investment landscape. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide strategic advice.
✨Tip Number 3
Prepare to discuss your previous experiences in detail, especially those that showcase your analytical skills and ability to deliver results in complex environments. Use specific examples that highlight your problem-solving abilities and how you've contributed to business growth.
✨Tip Number 4
Familiarise yourself with the company's services and recent projects. Understanding their approach and how they serve their clients will allow you to tailor your discussions and show how you can add value to their team.
We think you need these skills to ace Senior Consultant - Insurance Investment
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in insurance investments. Focus on your achievements and how they align with the responsibilities outlined in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the insurance investment landscape. Mention specific skills and experiences that demonstrate your ability to contribute to the company's growth and transformation.
Highlight Technical Skills: Emphasise your technical understanding of insurance investments and any relevant qualifications, such as being an Actuary or CFA. Provide examples of how you've applied these skills in previous roles.
Showcase Communication Skills: Since strong communication is key for this role, include examples of how you've successfully communicated complex ideas to clients or stakeholders. This will help demonstrate your fit for the position.
How to prepare for a job interview at The Actuary Group
✨Showcase Your Technical Expertise
Make sure to highlight your strong technical understanding of insurance investments during the interview. Be prepared to discuss specific examples of how you've applied your knowledge in real-world scenarios, particularly in asset allocation and risk optimisation.
✨Demonstrate Your Problem-Solving Skills
Prepare to articulate complex issues clearly and showcase your problem-solving skills. Think of instances where you've tackled challenging situations in fast-paced environments and how you arrived at effective solutions.
✨Emphasise Collaboration and Leadership
Since this role involves leading project teams and mentoring junior colleagues, be ready to discuss your experience in collaboration and leadership. Share examples of how you've successfully guided teams and contributed to a positive team dynamic.
✨Research the Company’s Values and Culture
Familiarise yourself with the company's commitment to excellence, integrity, and employee development. During the interview, align your responses with these values to demonstrate that you're a good cultural fit for the organisation.
