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.
