Client Relationship Executive - DB Pension Clients

Legal & General is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.

Recruiter: hannah.davey@landg.com

Closing date for applications: 30.10.2024

The Client Relationship Executive provides an efficient and effective service and sales support service to one or more Client Relationship Manager’s and their portfolio of clients.

What you'll be doing:

• Developing and maintaining exceptional level of relationship and sales support to clients (Pension clients) on behalf of Client Directors, acting as the first port of call for a client in the Client Director’s absence
• Owning and co-ordinating the successful resolution of client enquiries, liaising and utilising expertise from around the business. Seeking Guidance from Client Manager’s and CD’s where necessary
• Providing high level technical support, demonstrating an understanding of a client’s decision making process and long term objectives. Be able to answer complex queries as well as identify business opportunities and threats.
• Identify and following up on leads and sales opportunities with the intention of maximising revenue
• Attending meetings and conference calls where required and take sole responsibility for audit and operational meetings when opportunities arise
• Demonstrating a high level of technical knowledge in areas such as LGIM products, brand, services and competitors in the market. Develop and maintain knowledge of the current investment market, economic issues and LGIM’s views, enabling you to discuss solutions with clients and consultants.
• Preparing meeting packs for client meetings and new business pitches
• Overseeing and assisting with the production of legal documentation, reports and client specific data relevant to the clients investment strategy

Who we're looking for:

• Strong academic background, Degree qualified (preferably 2.1) or equivalent
• Experience within the investment management industry or financial services in general, ideally with DB pension clients
• Previous exposure providing a 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
• Strong workflow management experience
• Good investment knowledge

Desirable

• Already have, or interest in the IMC
• Experience working with pension clients

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes 
• Generous pension contribution
• A company car allowance
• Life assurance  
• Private medical insurance (permanent employees only)
• At least 30 days holiday, plus public holidays. 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
• Recommend L&G as a wonderful place to work and earn referral money if someone you know joins us
• Access to hundreds of discounts, both for our own products and at a range of high street stores and online  
• Flexible working options, including recently redesigned and award-winning offices which are great spaces to connect and collaborate and have your wellbeing at the heart

Legal & General is a leading financial services group and major global investor, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.

We aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

If you join us, you’ll be part of a welcoming culture, with opportunities to collaborate with people of diverse backgrounds, views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We strive to be open, mindful and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs.

If you’re open to find out more, we'd love to hear from you.