Client Relationship Manager
Client Relationship Manager

Client Relationship Manager

London Full-Time 42000 - 84000 £ / year (est.) No home office possible
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Aviva Investors

At a Glance

  • Tasks: Manage and develop relationships with institutional clients in the asset management sector.
  • Company: Aviva Investors is a leading global asset management firm based in London.
  • Benefits: Enjoy a generous pension scheme, flexible working options, and up to 40% discount on Aviva products.
  • Why this job: Join a dynamic team focused on client satisfaction and impactful asset management.
  • Qualifications: IMC or equivalent required; strong client service and communication skills essential.
  • Other info: Inclusive workplace welcoming diverse backgrounds; flexible hours and remote work available.

The predicted salary is between 42000 - 84000 £ per year.

Join to apply for the Client Relationship Manager role at Aviva Investors

Join to apply for the Client Relationship Manager role at Aviva Investors

Please note this position is based in London and this will be the contractual location of the successful candidate, other locations cannot be considered.
Client Relationship Manager
This is a great job for someone who understands the Asset Management Industry and EMEA institutional market segments (predominantly UK Corporate Defined Benefit, Local Government Pension Scheme, UK Defined Contribution Pension schemes).
A bit about the job:
As a Client Relationship Manager, you will be responsible for the day-to-day management, servicing, and development of relationships with a defined group of institutional clients across various asset classes. You will work closely with the Client Relationship Directors (CRDs) on a strategic group of clients, primarily focusing on managing, servicing, and developing these relationships. Identifying risks to existing relationships and implementing appropriate retention strategies will be a key part of your role, as reflected in client plans. You will attend and host formal client meetings and due diligence visits, providing updates on fund and market performance with the support of Investment Directors or Portfolio Managers as needed. You will take ownership of client onboarding for both pooled and segregated mandates, liaising with internal and external parties as appropriate, including coordinating and completing legal agreements/IMAs in conjunction with the onboarding team where relevant. Representing the team on key internal projects and driving forward resultant actions will be part of your responsibilities. You will record all client relationship and servicing activity promptly and accurately in the Salesforce system, keeping organisation data, contact information, and mailing lists up-to-date.
Skills and experience we’re looking for:

  • Holds IMC or equivalent
  • Strong background in providing exceptional client service and ensuring client satisfaction for institutional clients
  • Good communication skills, both verbal and written, to effectively interact with clients and internal teams
  • Ability to work effectively within a team environment and demonstrate good collaboration skills to build effective relationships with different business areas across Aviva Investors.
  • Good understanding of the asset management industry and EMEA institutional market trends

What you’ll get for this role:

  • Generous pension scheme – Aviva will contribute up to 14%, depending on what you put in
  • Eligibility for annual performance bonus
  • Family friendly parental and carer’s leave
  • Generous holiday entitlement plus bank holidays with the option to buy/sell up to 5 additional days
  • Up to 40% discount for Aviva products
  • Brilliant flexible benefits including electric cars
  • Aviva Matching Share Plan and Save As You Earn scheme
  • 21 volunteering hours per year

In this role you’ll be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR). This means that we’ll need to complete some regulatory background checks on you before you take up your role and we’ll need to ask you some questions on an annual basis to make sure you remain ‘fit and proper’ and competent to carry out your role. We’ll provide training on what holding a SMCR role means when you join us and annually thereafter.
Aviva is for everyone:
We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.
We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working –spending around 50% of their time in our offices every week – combining the benefits of flexibility, with time together with colleagues.
To find out more about working at Aviva take a look here
We interview every disabled applicant who meets the minimum criteria for the job. Once you’ve applied, please send us an email stating that you have a disclosed disability, and we’ll interview you.
We’d love it if you could submit your application online. If you require an alternative method of applying, send an email to

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Sales and Business Development

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Client Relationship Manager employer: Aviva Investors

Aviva Investors is an exceptional employer, offering a dynamic work culture in the heart of London that prioritises employee well-being and professional growth. With generous benefits such as a robust pension scheme, flexible working options, and a commitment to inclusivity, Aviva fosters an environment where employees can thrive both personally and professionally while making a meaningful impact in the asset management industry.
Aviva Investors

Contact Detail:

Aviva Investors Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Relationship Manager

Tip Number 1

Familiarise yourself with the asset management industry, especially focusing on EMEA institutional market segments. Understanding the specific needs and trends of UK Corporate Defined Benefit and Local Government Pension Schemes will give you an edge in conversations during interviews.

Tip Number 2

Network with professionals in the asset management field, particularly those who work with institutional clients. Attend industry events or webinars to connect with potential colleagues and learn more about the challenges they face, which can help you demonstrate your knowledge and enthusiasm for the role.

Tip Number 3

Brush up on your Salesforce skills, as this is a key tool for managing client relationships. Being able to discuss how you would use Salesforce to track client interactions and maintain accurate data will show your readiness for the role.

Tip Number 4

Prepare to discuss your approach to client retention strategies. Think of examples from your past experiences where you've successfully managed client relationships and implemented strategies that led to increased satisfaction and loyalty.

We think you need these skills to ace Client Relationship Manager

Client Relationship Management
Exceptional Client Service
Communication Skills
Team Collaboration
Understanding of Asset Management Industry
Knowledge of EMEA Institutional Market Trends
Risk Identification and Management
Client Onboarding Processes
Salesforce Proficiency
Legal Agreement Coordination
Presentation Skills
Strategic Thinking
Problem-Solving Skills
Attention to Detail

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Relationship Manager at Aviva Investors. Familiarise yourself with the asset management industry and the specific needs of institutional clients.

Tailor Your CV: Customise your CV to highlight relevant experience in client relationship management, particularly within the EMEA institutional market. Emphasise your communication skills and any previous successes in managing client relationships.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your ability to manage and develop client relationships effectively.

Highlight Relevant Skills: In your application, be sure to highlight skills that align with the job description, such as exceptional client service, teamwork, and knowledge of market trends. Use examples to illustrate how you've successfully applied these skills in past roles.

How to prepare for a job interview at Aviva Investors

Understand the Asset Management Industry

Make sure you have a solid grasp of the asset management industry, especially the EMEA institutional market segments. Familiarise yourself with key trends and challenges in the sector, as this will help you engage in meaningful discussions during the interview.

Showcase Your Client Service Skills

Prepare examples that demonstrate your exceptional client service experience. Highlight specific instances where you've successfully managed relationships with institutional clients, focusing on how you ensured their satisfaction and addressed any issues.

Communicate Effectively

Practice your verbal and written communication skills. Be ready to articulate your thoughts clearly and concisely, as effective communication is crucial for a Client Relationship Manager. Consider preparing a few questions to ask the interviewers to show your interest and engagement.

Familiarise Yourself with Salesforce

Since you'll be using Salesforce to record client interactions, it’s beneficial to have a basic understanding of the platform. If you have prior experience with CRM systems, be prepared to discuss how you used them to manage client relationships effectively.

Client Relationship Manager
Aviva Investors
Location: London
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