Customer Investment Manager

Oliver James
England, York, North Yorkshire / England, City of London, London
£55000 - £75000 per annum + bonus + benefits
Closing date
1 Oct 2022

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Contract Type
Full Time
Nearly qual (11+ exams)
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Job Details

Leading insurer seeking a Customer Investment Manager to join their UK Life business | London or York office | £45,000-£75,000 + bonus

Oliver James are pleased to be working with a leading insurer seeking a Customer Investment Manager to join their UK Life business.

You will be responsible for the management and oversight of Customer assets (i.e. Unit Linked and With Profits funds). You will provide strategic asset allocation recommendations, assesses the previous strategies compared to the objectives of the funds, reviews and assesses new investment opportunities and implements any recommendation with our internal or external asset managers.

Role requirements:

  • Relevant professional qualification (CFA/IMC) either currently studying towards or with post-qualification experience
  • Deep understanding of investment issues and performance drivers relevant to a Life insurance company gained either from an insurance company, consultancy or fund manager
  • Strong communicator who is able to build productive relationships

This is an excellent opportunity to join a reputable insurer that are all about their people. This businesses offers a market leading DC pension scheme and holiday allowance in addition to a matching share save scheme.

For further details on this role or for a confidential discussion around how your role compares in the market, please don't hesitate to reach out on


They have a global team of specialist and established consultants across the UK, Europe and Asia, giving them unparalleled knowledge of their market place. We place on a contract and a permanent basis, in roles ranging from Student Actuary to Chief Actuary.

Find Us
+44 (0) 207-649-9464

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