At a Glance
- Tasks: Support institutional insurance clients and collaborate with investment and marketing teams.
- Company: Leading global investment management firm with a collaborative culture.
- Benefits: Competitive salary, comprehensive benefits, and excellent long-term career opportunities.
- Other info: Dynamic environment with broad exposure to investment strategies.
- Why this job: Join a respected firm and make a real impact in client relations.
- Qualifications: Degree in Finance, Economics, or Marketing; 2-5 years' experience in asset management.
The predicted salary is between 50000 - 60000 £ per year.
We are working with a leading global investment management firm who are seeking an Associate to join its EMEA Insurance Client Relations team in London.
This is an exciting opportunity for a client-focused professional to support institutional insurance clients while working closely with investment, portfolio management, marketing and business development teams.
Key Responsibilities
- Deliver day-to-day service to institutional insurance clients, including fielding client queries, portfolio reviews, cross-selling, reporting, presentations and client communications.
- Support business development through prospect research, meeting preparation, presentations and follow-ups, attending client meetings and networking events in-person.
- Partnering with the RFP team to ensure they have up to date information about the firm’s insurance capabilities for the completion of RFPs, due diligence questionnaires and new business opportunities.
- Develop and maintain marketing materials, investment presentations and thought leadership content.
- Support client events, strategic asset allocation analysis, peer benchmarking and other analytical projects.
- Contribute to product development and strategic initiatives.
- Maintain CRM data and support business management and pipeline tracking.
About You
- Degree educated, ideally in Finance, Economics, Marketing or a related discipline.
- 2-5 years' experience within asset management, specifically with exposure to insurance clients.
- Strong interest in investment markets and institutional clients.
- Excellent communication, presentation and relationship-building skills.
- Highly organised with strong analytical abilities and attention to detail.
- Proficient in Microsoft Office; CRM experience (e. g. Salesforce) is advantageous.
- Why Join
- We have placed a number of people with this client over the past 12 years and candidate feedback has always been excellent
- This is a highly respected global investment manager with a collaborative, growth-focused team.
- You will have access to broad exposure across a variety of traditional and alternative strategies.
- Excellent long-term career opportunities, competitive salary and comprehensive benefits.
- #J-18808-Ljbffr
Client Relations - EMEA Insurance employer: Berkeley Croft
Berkeley Croft is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong focus on employee growth, we provide ample opportunities for professional development and mentorship, ensuring that our team members are well-equipped to excel in their roles. Our commitment to a supportive culture, combined with competitive benefits, makes us an attractive choice for those seeking meaningful and rewarding careers in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relations - EMEA Insurance
✨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 Berkeley Croft. 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 Relations - EMEA Insurance
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 Berkeley Croft.
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 Berkeley Croft'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 Berkeley Croft
✨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 Berkeley Croft.
✨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 Berkeley Croft 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 Berkeley Croft 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.
