Investment Client Manager

In this role you will support Howden's Investment Consulting team by delivering tailored investment advice to clients across multiple offices. You will review performance reports, conduct research, and perform actuarial projections and cashflow analyses to inform recommendations. You will mentor junior colleagues, manage project work, and participate in client meetings with increasing responsibility. This position offers exposure to a global, collaborative advisory environment focused on development, impact, and delivering high-quality investment guidance.

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

• Review investment performance reports
• Draft investment advice tailored to client needs
• Carry out miscellaneous calculations
• Assist with investment manager research
• Calculate liability projections and analyze actuarial valuation results and cashflow projections
• Analyze investment strategies
• Train and develop junior team members
• Undertake Personal Development Reviews and provide performance coaching
• Client management: allocate and complete work, meet deadlines, collaborate with senior client teams
• Attend client meetings and contribute to delivery of investment advice
• Lead some complex projects/tasks

• Actuarial or CFA exams: completed or expected within 18 months
• Prior experience as an investment analyst
• IT skills to perform work efficiently
• Developed presentation skills for small/medium audiences
• GCSE Maths and English: grade 5/C or higher

• Client-focused communication
• Mentoring and coaching
• Presentation skills
• Investment performance reporting
• Investment manager research
• Actuarial valuation analysis