Investment Client Specialist

Overview

As an Investment Client Specialist, you will support investment consulting delivery for client teams and manage relationships with clients. You will review performance, draft tailored investment advice, and contribute to manager research and actuarial projections. Your role includes training juniors, handling client queries, and ensuring timely delivery of work. This position offers exposure to a growing global business, career development, and cross‑functional collaboration.

Pay / Benefits

• discretionary annual bonus
• life assurance of four times salary
• income protection 75% for up to five years
• private medical insurance
• pension scheme with 5% employee / 10% employer
• 25 days’ annual leave (27 after five years)

Responsibilities

• Review investment performance reports
• Draft investment advice to address client needs
• Perform miscellaneous calculations and projections
• Assist with investment manager research
• Analyze liability projections and cashflow results
• Evaluate investment strategies
• Train and develop junior team members
• Handle client inquiries and day-to-day communications
• Manage client accounts and ensure timely delivery of work
• Participate in client meetings and support delivery of investment advice

Key requirements

• Actuarial or CFA exams completed or expected
• Prior experience as an investment analyst
• IT skills to perform all aspects of work efficiently
• Developed presentation skills for small audiences
• GCSE Grade 5/C in Maths and English (minimum)
• Client-facing experience and ability to manage relationships

• Strong communication and presentation abilities
• Client-focused mindset
• Team collaboration and mentoring
• Investment analysis
• Investment manager research
• Actuarial valuations and projections

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