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- Tasks: Lead strategic investment advice for insurance clients and develop revenue generation plans.
- Company: Join a global firm known for its boutique advisory approach and commitment to excellence.
- Benefits: Enjoy a collaborative culture, professional development opportunities, and a chance to impact the industry.
- Why this job: Be part of a transformative period in a high-performing team focused on innovation and strategic growth.
- Qualifications: Strong understanding of insurance investments; ideally qualified Actuary or CFA with relevant experience.
- Other info: This role offers visibility and the chance to mentor junior colleagues while working with senior leadership.
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 – e.g. operations, strategy and commercial development, 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 meet potential colleagues and learn about the latest trends. Building relationships can often lead to job opportunities that aren't advertised.
✨Tip Number 2
Stay updated on the latest developments in insurance investments. Follow relevant news sources, subscribe to industry publications, and engage in discussions on platforms like LinkedIn. This knowledge will not only help you in interviews but also demonstrate your passion for the field.
✨Tip Number 3
Prepare to showcase your analytical and problem-solving skills during networking conversations or interviews. Be ready to discuss specific examples of how you've tackled complex issues in previous roles, as this is crucial for a position that requires strategic investment advice.
✨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 contribute to their growth and transformation.
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 in revenue generation, client relationship management, and strategic investment advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the insurance investment landscape. Mention specific examples of how you've contributed to similar roles and how you can add value to the company.
Highlight Technical Skills: Emphasise your technical skills related to insurance investments, such as asset allocation and risk optimisation. Provide concrete examples of how you've applied these skills in previous roles.
Showcase Leadership Experience: Since this role involves leading project teams and mentoring junior colleagues, be sure to include any leadership experiences. Discuss how you've successfully guided teams and contributed to their development.
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 abilities. Think of instances where you've successfully navigated challenges in fast-paced environments and be ready to share these experiences.
✨Emphasise Collaboration and Leadership
Since this role involves leading project teams and mentoring junior colleagues, be sure to discuss your experience in collaboration and leadership. Share examples of how you've guided teams towards achieving common goals and how you maintain excellent client service.
✨Research the Company and Its Clients
Familiarise yourself with the company's capabilities and key products, as well as the specific needs of their insurance clients. This will not only help you answer questions more effectively but also demonstrate your genuine interest in the role and the organisation.
