Client Relationship Director Third Party Relationships - Global Wealth

Posted 18 Days Ago
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London, England
Mid level
Fintech • Software • Financial Services
The Role
The role involves managing client relationships in asset management, resolving client issues, and coordinating onboarding processes for clients and partners.
Summary Generated by Built In

Please note this position is based in London and this will be the contractual location of the successful candidate, other locations cannot be considered.

Client Relationship Director Third Party Relationships - Global Wealth

This is a great job for someone who has good asset management industry knowledge combined with experience of dealing with GFI/Wealth clients and operational processes

A bit about the job:

As a Client Relationship Director Third Party Relationships - Global Wealth, you will be responsible for managing, servicing, and developing relationships with a defined group of third-party managers, marketers, and strategic partners based predominantly in Southern Europe, The Americas offshore, and the Middle East across a range of different asset classes and products. You will identify potential cross-selling opportunities and lead relevant activities with internal stakeholders. Additionally, you will provide a bridge between our investment teams and third-party managers to disseminate key information and materials for PEP (Promote, Emerging, Protect) products. You will identify risks to existing relationships and implement appropriate retention strategies. Your role will also involve coordinating and hosting formal client meetings and due diligence visits, providing updates on fund and market performance with the support of the Investment Director or Portfolio Manager as appropriate. Furthermore, you will own and coordinate the prompt resolution of client issues, including reporting, performance, technical fund, and fee billing queries. Building and maintaining strong working relationships with senior stakeholders across all Aviva Investors business areas will be essential to your success in this role.

Skills and experience we’re looking for:

  • Language skills Italian or Spanish

  • Relevant degree – or equivalent experience and IMC or equivalent.

  • A strong collaborator able to build effective relationships with different business areas across Aviva Investors.

  • Practical awareness of relevant regulatory requirements and distributor oversight.

  • A strong communicator able to listen to clients, understand their issues and deal with people at all levels.

What you’ll get for this role:

  • Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in

  • Eligibility for annual performance bonus

  • Family friendly parental and carer’s leave

  • Generous holiday entitlement plus bank holidays with the option to buy/sell up to 5 additional days

  • Up to 40% discount for Aviva products

  • Brilliant flexible benefits including electric cars

  • Aviva Matching Share Plan and Save As You Earn scheme

  • 21 volunteering hours per year

 In this role you’ll be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR). This means that we’ll need to complete some regulatory background checks on you before you take up your role and we’ll need to ask you some questions on an annual basis to make sure you remain ‘fit and proper’ and competent to carry out your role. We’ll provide training on what holding a SMCR role means when you join us and annually thereafter.

Aviva is for everyone:

We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.

We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working –spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.

To find out more about working at Aviva take a look here

We interview every disabled applicant who meets the minimum criteria for the job. Once you’ve applied, please send us an email stating that you have a disclosed disability, and we’ll interview you.

We’d love it if you could submit your application online. If you require an alternative method of applying, send an email to [email protected]

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#LI-Hybrid 
 

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The Company
HQ: London
1,340 Employees
On-site Workplace
Year Founded: 2008

What We Do

Welcome to Aviva Investors. The global asset manager that chooses integration.

The future is full of questions. Only by working closely with our clients can we find the answers. That’s why we integrate our whole business around our clients – their goals, their values and the experience they have when they work with us.

That’s why we start by listening closely and understanding their investment aspirations and concerns – from low prospective investment returns, to highly correlated asset prices; from the prospect of rising global interest rates, to the challenges and opportunities of market volatility. Through our vast collective industry experience, we’ve been through every market cycle, making us better prepared for the next one.

Inspired by our deep client insight, we build solutions that aim to defy uncertainty, answering the questions that keep our clients awake at night. From large institutional investors to individuals saving for retirement, we work together to deliver meaningful outcomes, now and over the long run.

That’s why we work hard to join the dots across asset classes to find the best investment ideas; why we break down barriers so our teams can connect seamlessly; and why we manage risk with discipline and rigour. By working in partnership, we bring components together in new ways to ensure our clients get the very best of our collective expertise with every investment.

Please remember the value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.

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