Client Manager - Financial Services Group

Client Manager - Financial Services Group

Full-Time 55000 - 65000 £ / year (est.) Home office (partial)
Aon

At a Glance

  • Tasks: Manage client relationships and deliver tailored solutions for financial institutions.
  • Company: Join Aon, a leading broker in the financial services sector.
  • Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
  • Other info: Unique opportunity to work with diverse risk transfer solutions and develop your career.
  • Why this job: Be part of a collaborative team making impactful decisions for top UK financial institutions.
  • Qualifications: Experience in the insurance industry and strong communication skills required.

The predicted salary is between 55000 - 65000 £ per year.

Do you have a strategic approach when dealing with clients? Are you interested in working with some of the UK’s largest Financial Institutions? Aon has a Client Manager role in its London-based Financial Services team as day to day liaison with Financial Services clients! This is a hybrid role with flexibility to work virtually and from our flagship London office.

Aon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like:

  • A typical day will involve collaborating with colleagues to deliver client results, meeting with clients to understand their needs and dealing with day to day risk requirements your clients have.
  • Delivery of business results against financial and operational metrics meeting new, retention, and rollover targets as well as seeking opportunities across other solution lines to increase Aon penetration.
  • Use standard methodology to scale better outcomes for clients and actively shares within the business.
  • Constant development of Aon IQ – through formal training and knowledge sharing in addition to participation in Client Planning, maintains proven understanding of all Aon services and ensures that the client understands the full value delivered.
  • Delivery of the Aon Client Methodology consistently for each client or where relevant in collaboration with the ECG.
  • Applies Aon standards, including bringing all key collaborators at Aon and the Client together for deep strategy and execution of our commitments and plans.
  • Communicates effectively and gives/receives feedback to continually elevate the success of the team. Ability to act on feedback to ensure appropriate remediation plans can be delivered.

How this opportunity is different:

This is an opportunity to work within an established team at one of the market leading brokers focusing on the wider FI sector. The pool of solution line expertise across a variety of areas of risk transfer at your disposal is unique. The emphasis on collaboration to deliver unmatched results makes this an exciting opportunity. A client owner for a portfolio of FI accounts, this role is accountable for managing day to day relationships with clients and working with Directors to deliver distinctive client experiences. You will actively support the FSG Leadership team to build and deliver on its core priorities such as growth lever plans, DAU delivery, governance, best practice client service delivery, and market/broking engagement.

Skills and experience that will lead to success:

  • Industry IQ - knowledge and experience of insurance industry, preferably dealing with Financial Institutions.
  • Builds and maintains deep client relationships.
  • Consultative approach.
  • Financial acumen.
  • Effective communication.

Client Manager - Financial Services Group employer: Aon

Aon is an exceptional employer, offering a dynamic work environment in the heart of London where collaboration and innovation thrive. With a strong commitment to employee development through formal training and knowledge sharing, Aon empowers its Client Managers to build meaningful relationships with some of the UK's largest Financial Institutions. The hybrid work model provides flexibility, while the inclusive culture fosters trust and teamwork, making it a rewarding place for professionals seeking to make impactful decisions in the financial services sector.

Aon

Contact Details:

Aon Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Manager - Financial Services Group

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 Aon. 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 Manager - Financial Services Group

Strategic Client Management
Collaboration
Risk Management
Business Results Delivery
Client Relationship Management
Consultative Approach
Financial Acumen

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 Aon.

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 Aon'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 Aon

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 Aon.

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 Aon 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 Aon 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.