At a Glance
- Tasks: Manage and grow relationships with insurance clients, ensuring their needs are met.
- Company: Specialist asset manager focused on client relationships and innovative solutions.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Ideal for those seeking a role that prioritises relationship growth over mere service.
- Why this job: Take charge of client relationships and make a real impact in the asset management industry.
- Qualifications: Experience in client account management and understanding of insurance investment needs.
The predicted salary is between 50000 - 70000 £ 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 employer: Ramsey Portia
Join a leading specialist asset manager that values relationship-building and offers a dynamic work environment for Client Account Managers. With a focus on professional growth, you'll have the opportunity to deepen your expertise in managing sophisticated insurance clients while enjoying a culture that prioritises collaboration and innovation. Located in a vibrant area, the firm provides competitive benefits and a supportive atmosphere that encourages you to take ownership of your client relationships and drive meaningful results.
StudySmarter Expert Advice🤫
We think this is how you could land Client Account Manager — Insurance clients
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at events. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for those interviews by researching the company and its clients. Understand their needs and how you can add value. This will help you hold credible conversations and show you’re the right fit for the role.
✨Tip Number 3
Follow up after interviews with a personalised thank-you note. It’s a simple way to reinforce your interest in the position and keep you top of mind for the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Client Account Manager role, and we want to see you succeed.
We think you need these skills to ace Client Account Manager — Insurance clients
Some tips for your application 🫡
Show Your Understanding of Insurance Clients:Make sure to highlight your knowledge of how insurance clients operate and invest. We want to see that you understand their regulatory, accounting, and capital drivers. This will show us you're not just a service provider but someone who can genuinely add value.
Demonstrate Your Relationship-Building Skills:In your application, share examples of how you've built trust with clients in the past. We’re looking for someone who can manage relationships end-to-end, so let us know how you've turned strong connections into deeper partnerships.
Highlight Your Commercial Instincts:We want to see that you have a knack for spotting cross-sell opportunities. In your written application, mention specific instances where you've successfully identified and acted on these opportunities to grow client relationships.
Keep It Polished and Professional:Your application should reflect the polished and credible persona we expect from a Client Account Manager. Make sure your writing is clear, concise, and free of errors. Remember, this is your chance to impress us before we even meet!
How to prepare for a job interview at Ramsey Portia
✨Know Your Clients Inside Out
Before the interview, dive deep into understanding insurance clients and their investment behaviours. Familiarise yourself with their regulatory and capital drivers, as well as the specific asset classes they engage with. This knowledge will help you speak credibly about their needs and how you can support them.
✨Showcase Your Relationship-Building Skills
Prepare examples that highlight your ability to build genuine trust with clients. Think of situations where you've successfully managed client relationships and turned them into deeper partnerships. Be ready to discuss how you can apply these skills to grow the firm's portfolio of insurance clients.
✨Demonstrate Commercial Acumen
Be prepared to discuss how you identify and convert cross-sell opportunities. Share specific instances where you've successfully expanded a client's engagement with your previous firm. This will show that you have the commercial instinct needed to not just maintain relationships but actively grow them.
✨Practice Polished Communication
Since you'll be owning senior conversations, practice articulating your thoughts clearly and confidently. Mock interviews with a friend or mentor can help you refine your delivery. Remember, being polished and credible is key to making a strong impression on your potential employer.
