Institutional & Wholesale Client Relationship Executive

LegalAndGeneral

5d • Hybrid

About The Position

Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

We are one of Europe’s largest asset managers and a major global investor across public and private markets. Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns. Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.

We’re recruiting for a Client Relationship Executive to provide an efficient and effective service and sales support service to one or more Client Relationship Manager’s and their portfolio of wholesale and institutional clients. This role will focus on Middle East, African and Italian markets Where the Sales manager desires, you may also have the opportunity to take part in prospecting sales calls to clients and attend client meetings and events

Requirements

• Strong overall investment knowledge including an understanding of the different investment vehicle options
• Experience within the investment management industry including providing an exceptional level of client service and sales support
• Demonstrable track record of dealing with external clients and building significant relationships with external contacts up to and including senior levels
• Institutional and wholesale clients experience
• Knowledge of current investment market and economic issues
• Excellent interpersonal, negotiation and presentation skills

Nice To Haves

• European language skills, in particular Italian would be beneficial

Responsibilities

• Developing and maintaining strong client relationships, acting as the first point of contact and providing sales support on behalf of the Country Head, Client Directors and Sales Managers
• Owning and coordinating the resolution of client enquiries, liaising across the business and escalating to Client Directors or Sales Managers where appropriate
• Providing high-level technical support, understanding client decision-making processes and objectives, answering complex queries and identifying risks and opportunities
• Supporting sales activity by coordinating meetings, following up on client interactions and identifying opportunities to share with Investment Sales Managers
• Building and maintaining deep knowledge of the L&G Asset Management fund range (including ETFs, ICAVs and SICAVs), alongside broader market, economic trends and competitor landscape
• Preparing and delivering high-quality materials, including meeting packs, pitch content, client reporting, legal documentation and investment data
• Collaborating and project managing cross-functional input to deliver client requests, data queries and change initiatives through to completion in line with expectations
• Embedding a strong internal culture by fostering relationships across the business, demonstrating L&G Asset Management values and promoting a risk-aware environment aligned to Consumer Duty and client outcomes

Benefits

• The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• Many discounts we offer – both for our own products and at a range of high street stores and online

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed