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- Tasks: Lead client portfolio management and drive business development initiatives.
- Company: Join Aon, a leading firm in delegated consulting services.
- Benefits: Competitive salary, professional growth, and a dynamic work environment.
- Why this job: Make a real impact by managing high-profile client portfolios.
- Qualifications: Experience in portfolio management and strong leadership skills.
- Other info: Exciting opportunities for career advancement in a collaborative team.
The predicted salary is between 54000 - 84000 £ per year.
Aon has an exciting opportunity to join the Delegated Consulting Services (DCS) team in London as a Senior Client Portfolio Manager. DCS, which is also known as implemented consulting or fiduciary management, helps EMEA clients manage and outsource day-to-day investment decision making and implementation.
You will sit within the portfolio management team in Aon’s asset management business (AIL), which is FCA authorised. We do not directly manage securities, but instead create portfolios of specialist third-party managers. The role includes portfolio management, people management, and business development responsibilities.
You will focus on managing our largest client portfolios in line with the strategy determined by the Investment Strategy Committee and clients’ unique situations. You will take a leading role in client meetings and in business development activities such as new business pitches and third-party evaluator meetings.
Senior Client Portfolio Manager employer: Aon
Contact Detail:
Aon Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. We all know that sometimes it’s not just what you know, but who you know that can help you land that Senior Client Portfolio Manager role.
✨Tip Number 2
Prepare for those client meetings! Brush up on your portfolio management skills and be ready to discuss how you can add value to clients’ unique situations. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t shy away from business development activities! Get involved in new business pitches and third-party evaluator meetings. We believe that showing your enthusiasm for growth can really set you apart from other candidates.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. We’re excited to see how you can contribute to our Delegated Consulting Services team!
We think you need these skills to ace Senior Client Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Client Portfolio Manager role. Highlight relevant experience in portfolio management and client relations, and don’t forget to showcase any business development successes!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the DCS team at Aon. Mention specific skills and experiences that align with the job description, and show us your passion for the role.
Showcase Your Communication Skills: As this role involves client meetings and pitches, it’s crucial to demonstrate your communication skills. Use clear and concise language in your application, and consider including examples of how you've effectively communicated complex ideas in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Aon
✨Know Your Portfolio Management
Make sure you brush up on your knowledge of portfolio management strategies and the role of third-party managers. Be ready to discuss how you would approach managing client portfolios and align them with the Investment Strategy Committee's directives.
✨Showcase Your People Skills
As a Senior Client Portfolio Manager, you'll be leading client meetings and managing teams. Prepare examples that highlight your leadership style and how you've successfully managed relationships in previous roles. This will show your potential employer that you can handle both people and portfolios effectively.
✨Business Development Mindset
Since business development is a key part of this role, think about how you can contribute to Aon's growth. Prepare to discuss any past experiences where you've successfully pitched new business or developed client relationships. This will demonstrate your proactive approach to driving success.
✨Understand Aon's Unique Position
Research Aon’s Delegated Consulting Services and understand their market position. Familiarise yourself with their approach to fiduciary management and be prepared to discuss how you can add value to their existing strategies. This shows genuine interest and preparation for the role.
