At a Glance
- Tasks: Manage and grow relationships with insurance clients, ensuring their needs are met.
- Company: Specialist asset manager focused on innovative investment solutions.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Ideal for those seeking a role focused on relationship growth rather than just service.
- Why this job: Take charge of client relationships and make a real impact in the asset management space.
- Qualifications: Experience in client account management and understanding of insurance investment needs.
The predicted salary is between 60000 - 80000 £ per year.
A specialist asset manager is hiring a Client Account Manager to own and grow a portfolio of insurance relationships. This is a relationship seat with a commercial edge — you'll be the trusted point of contact for existing insurance clients, but you'll also be expected to spot where the wider product range can do more for them. Insurers are sophisticated, demanding clients with long horizons and complex needs — across equities, fixed income, private credit, LDI and beyond. The firm wants someone who can hold those conversations credibly, keep service immaculate, and turn a strong relationship into a deeper one.
What you'll do
- Manage a book of insurance clients end-to-end for their day to day needs — reviews, reporting, queries, and day-to-day stewardship
- Build genuine trust with varying stakeholders inside each client
- Identify and convert cross-sell opportunities across asset classes and strategies
- Work hand-in-glove with portfolio management, sales and product to bring the best of the firm to each relationship
- Retain and grow assets — measured on both satisfaction and wallet share
What they're looking for
- A track record in client account management or distribution within asset management
- Real understanding of insurance clients and how they invest — regulatory, accounting and capital drivers included
- The commercial instinct to grow a relationship, not just maintain it
- Polished, credible and comfortable owning senior conversations
This suits someone who's tired of being purely 'service' and wants a seat where growing the relationship is the job — not a side task.
Client Account Manager — Insurance clients in City of London employer: Ramsey Portia
As a leading specialist asset manager, we pride ourselves on fostering a dynamic and supportive work environment where Client Account Managers can thrive. Our culture emphasises collaboration and innovation, providing ample opportunities for professional growth while working with sophisticated insurance clients. Located in a vibrant financial hub, we offer competitive benefits and a commitment to employee development, making us an exceptional employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Client Account Manager — Insurance clients in City of London
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Ramsey Portia). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Ramsey Portia. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Client Account Manager — Insurance clients in City of London
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Ramsey Portia.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Ramsey Portia. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Ramsey Portia
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Ramsey Portia to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Ramsey Portia, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Ramsey Portia's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
