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 in Slough employer: Ramsey Portia
As a leading specialist asset manager, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. Our Client Account Managers enjoy unparalleled opportunities for professional growth, supported by comprehensive training and mentorship programmes, all while working in a vibrant location that encourages collaboration and innovation. Join us to build meaningful relationships with sophisticated clients and be part of a team that values your contributions and rewards your success.
StudySmarter Expert Advice🤫
We think this is how you could land Client Account Manager — Insurance clients in Slough
✨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 that applications alone can't.
✨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.
✨Tip Number 3
Follow up after interviews with a personalised thank-you note. Mention something specific from your conversation to remind them of your connection and enthusiasm for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your job search and land that Client Account Manager position.
We think you need these skills to ace Client Account Manager — Insurance clients in Slough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Client Account Manager. Highlight your experience with insurance clients and any relevant asset management skills. We want to see how you can grow relationships, not just maintain them!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your understanding of the insurance sector and how you can add value. We love seeing genuine enthusiasm for the role and the firm, so let your personality come through.
Showcase Your Relationship Skills:In your application, emphasise your ability to build trust and manage client relationships. We’re looking for someone who can hold senior conversations and spot cross-sell opportunities, so share examples that demonstrate these skills.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
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, accounting, and capital drivers. This knowledge will help you speak confidently about how you can meet their complex needs.
✨Showcase Your Relationship-Building Skills
Prepare examples that highlight your ability to build genuine trust with clients. Think of specific instances where you've turned a basic client relationship into a deeper partnership. This will demonstrate your commercial instinct and ability to grow relationships.
✨Be Ready for Senior Conversations
Since this role involves owning senior conversations, practice articulating your thoughts clearly and confidently. Prepare to discuss how you would handle high-stakes discussions with stakeholders, showcasing your polished communication skills.
✨Highlight Cross-Selling Successes
Think of times when you've successfully identified and converted cross-sell opportunities. Be ready to share these stories during the interview, as they will illustrate your proactive approach and understanding of the wider product range that can benefit clients.
