Official Specifications
Role Overview & Mandate
Executive Summary
Client Relationship Manager - London Are you someone who has Asset Management/Financial Industry Knowledge combined...
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Client Relationship Manager - London
Are you someone who has Asset Management/Financial Industry Knowledge combined with effective knowledge of operational processes? We are looking for a Client Relationship Manager to join our team so if you think this is the job for you then please apply.
A bit about the job:
A Client Relationship Manager ensures a high level of client retention and enhances the reputation of Aviva Investors through delivery of first-class relationship management and client servicing. You are there to ensure positive market perception of Aviva Investors through delivery of high level of service to investment consultants and other third-party service providers. In this role you will be responsible for day to day managing, servicing, and developing relationships with a defined group of existing clients across a range of different asset classes. You will need to have a good eye when it comes to identifying risks to existing relationships and implementing an appropriate retention strategy. In addition to this you will takes ownership of the client on-boarding process for both pooled and segregated mandates, liaising with internal and external parties as appropriate, Including the co-ordination and completion of legal agreements/IMAs. Part of your role will require you to take a lead role in the implementation of mandate and distribution agreement changes for existing clients, ensuring any amendments to agreements are formalised.
Skills and experience we’re looking for:
- A strong communicator able to listen to clients, understand their issues and deal with people at all levels.
- Proven ability to take ownership of client queries and achieve successful resolution by influencing colleagues and third parties.
- A strong collaborator able to build effective relationships with different business areas across Aviva Investors
- Motivated to deliver first class relationship management and client service, balancing the needs of the client with those of Aviva Investors.
- Practical awareness of relevant regulatory requirements.
What you’ll get for this role:
- Generous pension (starting level Aviva contributes 8% when you contribute 2%)
- 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
Aviva is for everyone:
We are inclusive and welcome everyone – we want applications from people with diverse backgrounds and experiences.
Excited but not sure you tick every box? Research tells us that women, particularly, feel this way. So, regardless of gender, why not apply. And if you’re in a job share just apply as a pair.
We flex locations, hours and working patterns to suit our customers, business, and you.
Most of our people are smart working – spending around 60% of their time in our offices and 40% at home.
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
GlobalRecruitment@avivainvestors.com
.
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