Client Relationship Director in London

Client Relationship Director in London

London Full-Time No working from home possible
Aegon N.V.

At a Glance

  • Tasks: Build and strengthen key client relationships to enhance retention and drive new business opportunities.
  • Company: Join Aegon, a leader in helping people live their best lives through pensions and investments.
  • Benefits: Competitive salary, generous pension contributions, discretionary bonuses, and 38 days of leave.
  • Other info: Dynamic role with opportunities for professional growth and a focus on equity and inclusion.
  • Why this job: Make a real impact by supporting clients in achieving their financial goals and enhancing their lives.
  • Qualifications: Experience in DC investment solutions and proven relationship management skills are essential.

Permanent Location: Edinburgh, London or Peterborough

Salary: £70,800- £106,200 (depending on the experience you can bring)

Closing Date: 24th September 2026

People are living longer and we're excited by the opportunities this brings to help people live their best lives. We're here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it, however grand or humble their ambitions.

We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings and Investments. At Aegon, we strive to create a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.

We're looking for a Client Relationship Director to join our Workplace team on a permanent basis, this is a Senior role, reporting into the Director, DC Clients. Workplace is a core market for Aegon UK and therefore is critical to the strategy and success of the business. We have an ambitious growth model and the Workplace Investing team has a key objective to build on the existing strong market position and expand in the large scheme and EBC market as well as maintaining our success in the SME sector. Our focus is on digital adoption, growth and driving AUM and consolidation of assets onto our Platform. This requires the delivery of a compelling proposition and providing strong strategic relationship management.

As a Client Relationship Director you will focus on developing, broadening and strengthening key client relationships to improve retention, increase assets under management, support the development of new business and help improve the profitability of the channel through driving retention, revenue and income from existing clients.

Key Responsibilities include:

  • Creating strong, enduring relationships with clients at all levels to help protect and retain our valuable schemes.
  • Identifying and delivering new opportunities through ensuring Trustees/employers are aware and understand the full range of Aegon services - with a view to improving the profitable retention of the business.
  • Overseeing delivery in the widest sense from implementation and through the life of the scheme.
  • Forging deeper relationships with existing clients and achieving retention goals.
  • Driving opportunities to achieve value.
  • Delivering a strong direct to employer strategy and suite of services.
  • Overseeing all aspects of the team's delivery, adhering to regulatory/T&C requirements.
  • Developing internal relationships with senior colleagues to engender and influence open and constructive dialogue.
  • Playing a pivotal role in securing profitable new corporate clients and trustees, working closely with the Workplace Sales Director.
  • Internal project work, providing input to key propositional developments.

We'd love to hear from you if you have:

  • A strong understanding of Defined Contribution (DC) investment solutions and the wider pensions marketplace, including knowledge of competitor and provider propositions.
  • A proven track record of building, managing and strengthening relationships with key stakeholders, developing trusted partnerships, influencing outcomes and delivering exceptional client experiences.
  • Strong influencing and negotiation skills, with the confidence to challenge constructively, provide expert guidance and engage effectively with senior stakeholders, including board-level decision makers.
  • Experience managing complex projects, programmes or client initiatives, ensuring priorities are delivered on time and aligned to strategic business objectives.
  • The ability to make sound commercial and business decisions, using market insight, client needs and data to identify opportunities and drive successful outcomes.
  • A strategic mindset, with experience developing and implementing client plans that support long-term business goals and deliver value for clients and the organisation.
  • A creative and innovative approach to problem solving, with the ability to identify opportunities, address challenges and continuously improve ways of working.
  • Excellent communication, presentation and stakeholder management skills, with experience preparing and delivering impactful messages to a variety of audiences and building credibility with diverse stakeholders.
  • In-depth knowledge of pensions legislation, industry developments and wider financial services trends, with the ability to apply this knowledge in a client-facing environment.
  • A thorough understanding of corporate pension proposals and the ability to translate technical information into practical, client-focused solutions.
  • A professional qualification such as FPMI, FPC or an equivalent pensions qualification would be advantageous, although not essential.

What's in it for you?

We're serious about your future and our enhanced pension scheme is now in place. We ask you to contribute 3% of your salary to your pension and we'll put in 9%. If you decide to contribute more, we'll match it up to a combined total of 20% of your salary (that's 7% from you and 13% from us).

A discretionary bonus, depending on personal and company performance.

38 days leave per year.

Client Relationship Director in London employer: Aegon N.V.

Aegon is an exceptional employer that prioritises employee well-being and professional growth, offering a competitive salary and an enhanced pension scheme with generous contributions. Our inclusive work culture fosters diversity and collaboration, while our commitment to personal development ensures that employees have access to meaningful opportunities for advancement. With a focus on helping clients live their best lives, working at Aegon in vibrant locations like Edinburgh, London, or Peterborough means being part of a team that makes a real difference in the financial services sector.

Aegon N.V.

Contact Details:

Aegon N.V. Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Relationship Director in London

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Aegon N.V.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Client Relationship Director in London

Client Relationship Management
Stakeholder Engagement
Negotiation Skills
Project Management
Strategic Planning
Pensions Knowledge
Defined Contribution Investment Solutions

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Aegon N.V..

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Aegon N.V.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Aegon N.V.

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Aegon N.V..

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Aegon N.V. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Aegon N.V. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.