Job Description

Please note this position is based in London and the successful candidate’s contractual location will be London; other locations cannot be considered.

About Us

At Aviva Investors, our expertise is in matching the right investment approach to each client’s unique needs. As the global asset management business of Aviva plc, we bring together our broad investment capabilities to deliver client-focused solutions worldwide. Managing £261 billion in assets, our 1,000‑strong team across nine countries is brilliantly connected, collaborative, and focused on delivering outcomes that truly matter.

Working together and acting responsibly are central to how we operate. We take time to understand what our clients want to achieve and design solutions that last - strengthening every portfolio with diverse perspectives and integrated thinking. Our long track record in sustainable investing reflects our commitment to doing the right thing for clients and communities alike.

Everyone at Aviva Investors plays a part in creating an exceptional client experience. With the scale and influence to make a real difference, we take our responsibility seriously. Join us and you’ll find an inclusive, supportive environment where your contribution is valued, high performance is recognised, and you’re empowered to shape your development.

We’re looking for a driven and relationship-focused Business Development Associate to support the UK discretionary wealth team on a 12 month fixed term contract basis! In this role, you’ll support the delivery of net new sales from their target client base, encompassing discretionary wealth managers, family offices, endowments, UK-based teams of Global Financial Institutions.

Operating in a fast-evolving market, you’ll engage with key decision-makers, positioning tailored, solutions-led propositions that align with client needs and business objectives. You’ll play a critical role in growing assets under management, uncovering new business opportunities, and strengthening existing relationships through consistent, high-quality client engagement. Through your professional conduct in one-to-one meetings and at industry events, you’ll help foster a positive market perception of Aviva Investors and enhance our reputation within the discretionary wealth community.

As a key member of a highly collaborative team, you’ll work closely with Investments, broader UK wealth team, and wider Sales colleagues to deliver a seamless, market-leading client experience. You’ll support the broader sales function by maintaining accurate and up-to-date systems and client records, while providing valuable client insights and perspectives to inform internal discussions and contribute to the ongoing development of our propositions and sales strategy.

Investment expertise means nothing if clients don’t experience it. Our business development and client experience teams build trusted relationships across regions, while our marketing, investment, and communications teams showcase what sets us apart – powering our growth.

A bit about the role:

You will support the delivery of regional new business and AUM growth targets by building strong relationships with discretionary wealth managers, family offices, endowments and UK based GFI’s and identify opportunities to initiate new client relationships and grow, broaden and deepen existing ones across the team.

Key responsibilities include:

• Act as liaison between the sales teams and other areas of Aviva Investors, coordinating responses to prospective client requests.
• Assist with lead generation and building a pipeline of new business opportunities through client research and tools such as Linkedin, Fundpath, and Factfind.
• Ensure accurate record maintenance in CRM systems so that activity, pipeline, and expected revenues and progress are accurately reflected.
• Supporting the planning and delivery of client events, including post-event engagement and reporting.
• Monitoring prospective client activity and providing regular updates and insights to the sales team.
• Assist with client follow ups after meetings, and with the creation and distribution of marketing campaigns.

In this role you’ll be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR). This means that we’ll need to complete some regulatory background checks on you before you take up your role and we’ll need to ask you some questions on an annual basis to make sure you remain ‘fit and proper’ and competent to carry out your role. We’ll provide training on what holding a SMCR role means when you join us and annually thereafter.

Skills and experience we’re looking for:

• Understanding of the UK discretionary wealth landscape, including discretionary fund management and private banking.
• Ability to build effective internal relationships across Aviva Investors to deliver client solutions - with energy and pace.
• Solid understanding of liquid markets and investment products; understanding of private markets is an advantage.
• Proficient user of lead generation and sales management tools, notably Salesforce and Fundpath.
• Strong PowerPoint, Excel, written and verbal communication skills.

What you’ll get for this role:

Our purpose - with you today, for a better tomorrow – is a promise we make to our colleagues too. And one of the ways we live up to that promise is by investing in you. We have so much to offer when it comes to being an Aviva colleague:

• Discretionary bonus incentive opportunity - depending on individual performance and Aviva Investors’!
• Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in.
• 29 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days!
• Aviva-funded Private Medical Benefit to help you get expert support when you need it.
• Make your money go further with up to 40% discount on Aviva products, and other retailer discounts.
• Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme.
• Brilliantly supportive policies including parental and carer’s leave.
• Flexible benefits to suit you, including sustainability options such as cycle to work.
• Make a difference, be part of our Aviva Communities and use your 3 annual volunteering days to help others.

Aviva is for everyone:

We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.

Most of our people are smart working – spending at least 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues. To find out more about working at Aviva, take a look here

We’d love it if you could submit your application online but if you require an alternative method of applying, please email us at GlobalRecruitment@avivainvestors.com

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