Client Relationship Executive
- London
- Full-time
- Client Relationship Management
__jobinformationwidget.freetext.ExternalReference__
3065_16521
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.
We’re recruiting for a Client Relationship Executive to join our Strategic Client team, providing efficient and effective relationship 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 an 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
- Owning and co-ordinating the successful resolution of client enquiries, liaising and utilising expertise from around the business. Seeking guidance from Client Managers and Client Directors where necessary
- Providing high level technical support, demonstrating an understanding of a client’s decision making process and long term objectives. Being able to answer complex queries as well as identify business opportunities and threats
- Identifying and following up on leads and sales opportunities with the aim of maximising revenue
- Attending meetings and conference calls where required and take sole responsibility for audit and operational meetings when opportunities arise. Preparing meeting packs for client meetings and new business pitches
- Developing a high level of technical knowledge in areas such as LGIM products, brand, services and competitors in the market. Developing and maintaining knowledge of the current investment market, economic issues and LGIM’s views, enabling you to discuss solutions with clients and consultants
- Seeking expert input from around the business to project manage ad-hoc queries, data requests and client change, through to completion in line with client expectations
- Overseeing and assisting with the production of legal documentation, reports and client-specific data relevant to each client’s investment strategy
Who we're looking for:
- 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, ideally within the pensions industry
- Institutional client experience
- Strong overall Investment knowledge including an understanding of the different investment vehicle options
- IMC qualified or willing to work towards
- Excellent communication and team orientated
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
- Life assurance
- Private medical insurance (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
- There are the many discounts we offer – both for our own products and at a range of high street stores and online
- In 2023, some of our workspaces were redesigned. Our offices 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.
Great news! We will let you know when a new job like this has been added!
VideoUrl
https://youtu.be/8ZYGBwImH08
Our businesses
There’s so much more to us than meets the eye. We’re insurers, investors, builders, city-regenerators and green technology champions. And whatever the future holds, our people’s knowledge, skill and passion will mean we’re placed to make a real difference to society.
Read MoreWorking for us
Here, your actions and ideas come to life in exciting and meaningful ways. Ours is a story of evolution, a journey we can go on together. Ours is a culture of trust and collaboration, genuinely caring about society and one another. At Legal & General, your story will be anything but familiar.
Read MoreSimilar roles
Salary
Location
London
Business Unit
Legal & General Group Functions
Job Family
IT & Change
Location
London
Full Time/Part Time
Full-time
Permanent/Fixed Term Contract
Fixed Term Contract
Description
Are you ready to be part of a dynamic team at a pivotal moment in our Group transformation journey? As we transition from planning to executing our strategy in the Transformation Office, we're offerin
Reference
e61b58a5-c4f4-44c2-9234-2f6c8d2b53eb
Expiry Date
01/01/0001
Salary
Location
Brighton and Hove
Business Unit
Legal & General Group Functions
Job Family
IT & Change
Location
Hove
Full Time/Part Time
Full-time
Permanent/Fixed Term Contract
Fixed Term Contract
Description
Are you a high-calibre Lead Business Analyst with a passion for mapping out varied and complex business requirements to deliver on global ambitions? Here at Legal & General we are seeking a talented i
Reference
68d09023-2e43-412e-a48d-7bc05afa0e62
Expiry Date
01/01/0001
Salary
Location
London
Business Unit
Legal & General Retail
Job Family
Sales
Location
London
Full Time/Part Time
Full-time
Permanent/Fixed Term Contract
Fixed Term Contract
Description
We’re recruiting for an Account Relationship Manager on a 12 month fixed term contract within our Mortgage Services division. This is a remote/homebased position. This role will involve managing, deve
Reference
1d08bf98-31e0-4a55-a84b-f017104c95a1
Expiry Date
01/01/0001
Our latest posts

Teaser
Our peopleContent Type
BlogPublish date
03/06/2025
Summary
At L&G, we are proud to celebrate International Women’s Day 2025 by highlighting the incredible women driving innovation and excellence in data. While progress has been made, women remain underr

by
Enrique Rodriguez

Teaser
Future TalentContent Type
BlogPublish date
02/13/2025
Summary
Apprenticeships at L&G Apprenticeships aren’t just an entry point into a career. They’re a way to continuously develop, explore new opportunities, and gain new skills needed for a successful future

by
Enrique Rodriguez

Teaser
Technology, Digital & DataContent Type
BlogPublish date
01/24/2025
Summary
Data Analysts play a vital role in turning information into actionable insights, helping businesses make smarter decisions and drive progress. At L&G (Legal & General), our Data Analysts are at

by
Enrique Rodriguez
.jpg)
Teaser
Executive LeadershipContent Type
BlogPublish date
01/24/2025
Summary
As a senior professional, advancing your executive career requires more than just hard work and technical expertise. It demands strategic thinking, continuous development, and the ability to pos

by
Enrique Rodriguez

Teaser
InvestmentsContent Type
BlogPublish date
01/24/2025
Summary
What are private markets? Private markets refer to investments made in assets that are not traded on public exchanges, such as private equity, private debt, real estate, and infrastructure. The

by
Enrique Rodriguez

Teaser
InvestmentsContent Type
BlogPublish date
12/19/2024
Summary
What is a career in pensions? A career in pensions at Legal & General offers the opportunity to play a pivotal role in securing the financial futures of individuals and businesses alike, encomp

by
Enrique Rodriguez

Teaser
InvestmentsContent Type
BlogPublish date
12/19/2024
Summary
Looking for a career that challenges you, rewards your skills, and sets you up for long-term success? Underwriting with Legal & General in Hove could be the opportunity you’ve been searching for

by
Enrique Rodriguez

Teaser
Finance & ActuaryContent Type
BlogPublish date
12/19/2024
Summary
The finance industry has evolved significantly, embracing new technologies, data-driven decision-making, and a greater focus on sustainability and responsible investment, creating exciting oppor

by
Enrique Rodriguez

Teaser
InvestmentsContent Type
BlogPublish date
12/19/2024
Summary
At Legal & General, we’ve been a leading name in the insurance industry for decades, helping millions of people secure their financial future. With a strong presence in Cardiff, we’re proud to

by
Enrique Rodriguez

Teaser
Technology, Digital & DataContent Type
BlogPublish date
12/06/2024
Summary
What is a career in IT and Change? A career in IT and Change is all about driving innovation and transformation within businesses by leveraging technology to improve processes and systems. At L

by
Enrique Rodriguez