Berkeley Croft
Client Relations - EMEA Insurance
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Position: Associate, EMEA Insurance Client Relations
We are working with a leading global investment management firm who are seeking an Associate to join its EMEA Insurance Client Relations team in London. This is an exciting opportunity for a client-focused professional to support institutional insurance clients while working closely with investment, portfolio management, marketing and business development teams.
Key Responsibilities
- Deliver day-to-day service to institutional insurance clients, including fielding client queries, portfolio reviews, cross-selling, reporting, presentations and client communications.
- Support business development through prospect research, meeting preparation, presentations and follow-ups, attending client meetings and networking events in-person.
- Partnering with the RFP team to ensure they have up to date information about the firm's insurance capabilities for the completion of RFPs, due diligence questionnaires and new business opportunities.
- Develop and maintain marketing materials, investment presentations and thought leadership content.
- Support client events, strategic asset allocation analysis, peer benchmarking and other analytical projects.
- Contribute to product development and strategic initiatives.
- Maintain CRM data and support business management and pipeline tracking.
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About You
- Degree educated, ideally in Finance, Economics, Marketing or a related discipline.
- 2–5 years' experience within asset management, specifically with exposure to insurance clients.
- Strong interest in investment markets and institutional clients.
- Excellent communication, presentation and relationship-building skills.
- Highly organised with strong analytical abilities and attention to detail.
- Proficient in Microsoft Office; CRM experience (e.g. Salesforce) is advantageous.
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Why Join
- We have placed a number of people with this client over the past 12 years and candidate feedback has always been excellent.
- This is a highly respected global investment manager with a collaborative, growth-focused team.
- You will have access to broad exposure across a variety of traditional and alternative strategies.
- Excellent long-term career opportunities, competitive salary and comprehensive benefits.
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