Client Relationship Manager - Insurance Distribution

Aviva Investors is embarking on an exciting period of transformation, offering a compelling opportunity for ambitious professionals to shape the future of responsible and sustainable investing. With significant assets under management and a global presence, this organisation presents a robust platform for career advancement. This review focuses on the Client Relationship Manager - Insurance position, highlighting its advantages and key considerations for potential candidates.

The Opportunity: Client Relationship Manager - Insurance

This role is ideal for individuals with a background in business development, client-facing roles, or relationship management, particularly those with experience within the insurance sector. You will be instrumental in attracting new insurance clients and nurturing existing relationships across a diverse range of asset classes. This is a hands-on position that requires a proactive approach to managing client queries, ensuring prompt resolution of issues related to reporting, performance, and fee billing.

Key Advantages for Candidates:

• Impactful Role in a Transforming Organisation: You will join Aviva Investors at an exciting juncture, contributing to a fresh chapter of innovation and change, especially with the recent appointment of a new Global Head of Insurance.
• Client-Centric Business Development: This position offers a unique blend of securing new business and deeply managing existing client relationships, allowing you to develop a comprehensive skill set in client engagement.
• Professional Development in Investment Management: The role provides an excellent avenue to deepen your understanding of investment strategies and products, while also strengthening your client relationship management capabilities within a dynamic global environment.
• Exposure to Global Operations: You will work within a global Distribution network, collaborating with teams across the UK & Ireland, Europe, North America, and Asia Pacific, offering valuable international exposure.
• Clear Career Progression: Reporting to a Business Development or Client Director, this role offers a direct line of sight into senior management and potential pathways for career growth within Aviva Investors.
• Comprehensive Benefits Package: Aviva Investors offers a strong benefits package designed to support employee well-being and financial security, including:
  • A generous pension scheme with significant employer contributions.
  • Eligibility for an annual performance bonus.
  • Family-friendly parental and carer leave policies.
  • Generous holiday entitlement with the option to buy/sell additional days.
  • Discounts on Aviva products and Aviva-funded Private Medical Benefit.
  • Access to flexible benefits, including options like electric cars.
  • Aviva Matching Share Plan and Save As You Earn scheme.
  • Paid time off for volunteering.
• Commitment to Diversity and Inclusion: Aviva Investors fosters an inclusive culture, actively encouraging applications from all backgrounds and experiences. They are dedicated to supporting individuals with disabilities, offering tailored interview processes.
• Flexible Working Culture: The organisation embraces flexible working arrangements, including smart working (a blend of office and remote work), part-time roles, and job shares, demonstrating a commitment to work-life balance.

Key Considerations for Candidates:

• Location Specificity: It is crucial to note that this position is based in London, and this will be the contractual location. Applications from candidates unable to commit to this location cannot be considered.
• Regulatory Competency: Candidates are expected to be regulatory threshold competent and approved, typically demonstrated by qualifications such as CFA Level 1 or the Investment Management Certificate (IMC) as a minimum.
• Industry Knowledge: While experience with insurers is beneficial, a strong understanding of both asset management and insurance industries, coupled with operational process knowledge, will be highly advantageous.
• Proactive Ownership: The role demands a proactive individual who can take ownership of client relationships, drive successful outcomes, and effectively influence stakeholders at all levels.
• Collaborative Mindset: Strong collaboration skills are essential to build effective relationships with various business areas across Aviva Investors.
• Client vs. Business Balance: The ability to effectively balance the needs of clients with the objectives of Aviva Investors is a key requirement for success in this role.

In summary, the Client Relationship Manager - Insurance role at Aviva Investors presents a significant opportunity for career growth within a reputable global asset manager. It offers the chance to make a tangible impact, develop a broad skill set, and benefit from a supportive and inclusive work environment, provided candidates meet the specific location and qualification requirements.