Client Relationship Executive
- London
- Full-time
- Client Relationship Management
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740_04953
This vacancy has now expired. Please see similar roles below...
Closing date for applications: 17.05.2024
Recruiter: hannah.davey@landg.com
Grade: 3L
The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients’ complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. We’re focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future.
- Develop and maintain exceptional level of relationship and sales support to clients on behalf of Client Directors, acting as the first port of call for a client in the Client Director’s absence
- Own and co-ordinate 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
- Provide 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 follow 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
- Demonstrate 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.
- Prepare meeting packs for client meetings and new business pitches
- Maintain excellent working relationships around key business areas at all times
- Work with areas of expertise around the business to project manage ad-hoc queries, data requests and client change, through to completion in line with client expectations
- Oversee and assist with the production of legal documentation, reports and client specific data relevant to the clients investment strategy
Essential;
- Degree qualified (preferably 2.1) or equivalent
- 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 client experience
- Strong workflow management experience
- Must possess a good level of ‘gravitas’ and maturity
- Highly team-orientated & strong verbal & written communication skills
- Resilient & highly organised
- Proactive and proven to work on your own initiative
- Strong overall Investment knowledge including an understanding of the different investment vehicle options
- Good negotiation skills & strong interpersonal skills
- Knowledge of current investment market and economic issues
- Excellent IT skills
Desirable;
- IMC
- Working within the pensions industry
- Detailed Institutional Investment product knowledge and Index funds knowledge
- Report writing experience and project management skills
Legal & General is a leading financial services organisation, 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’re one of the world's largest asset managers, homebuilders, pension providers and insurers. Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued.
If you join us, you’ll be part of a welcoming, inclusive 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. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.
If you’re open to find out more, we'd love to hear from you.
Great news! We will let you know when a new job like this has been added!
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