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 Manager
This is a great job for someone who understands the Asset Management Industry and EMEA institutional market segments (predominantly UK Corporate Defined Benefit, Local Government Pension Scheme, UK Defined Contribution Pension schemes).
A bit about the job:
As a Client Relationship Manager, you will be responsible for the day-to-day management, servicing, and development of relationships with a defined group of institutional clients across various asset classes. You will work closely with the Client Relationship Directors (CRDs) on a strategic group of clients, primarily focusing on managing, servicing, and developing these relationships. Identifying risks to existing relationships and implementing appropriate retention strategies will be a key part of your role, as reflected in client plans. You will attend and host formal client meetings and due diligence visits, providing updates on fund and market performance with the support of Investment Directors or Portfolio Managers as needed. You will take ownership of client onboarding for both pooled and segregated mandates, liaising with internal and external parties as appropriate, including coordinating and completing legal agreements/IMAs in conjunction with the onboarding team where relevant. Representing the team on key internal projects and driving forward resultant actions will be part of your responsibilities. You will record all client relationship and servicing activity promptly and accurately in the Salesforce system, keeping organisation data, contact information, and mailing lists up-to-date.
Skills and experience we’re looking for:
Holds IMC or equivalent
Strong background in providing exceptional client service and ensuring client satisfaction for institutional clients
Good communication skills, both verbal and written, to effectively interact with clients and internal teams
Ability to work effectively within a team environment and demonstrate good collaboration skills to build effective relationships with different business areas across Aviva Investors.
Good understanding of the asset management industry and EMEA institutional market trends
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]
#LI-KM1
#LI-Hybrid
Top Skills
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.
