Sales Executive

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 Sales Executive to join our Wholesale team, focussed on providing high quality sales support to European Wholesale intermediary/platform clients and Sales Managers. In this role you will be acting as an interface with all areas of the business including Marketing, Operations, Client Service and Fund Management teams in order to seek timely resolutions to client queries.

What you'll be doing:

• Contributing to sales activity by coordinating meetings, emails, and client follow-up. Being proactive in identifying sales opportunities and communicating these to the Investment Sales Managers
• Providing dedicated sales support to investment sales managers, including maintaining an organized database of consolidated information, supporting material, and records of sales activity
• Providing consolidated information obtained from category management, marketing, fund operations, client servicing, and fund management areas to the sales team for use in the sales process
• Acting as a conduit between the sales team and the above areas of L&G to ensure the demands of the sales effort are delivered satisfactorily
• Providing high-quality support to Swiss and GFI clients, dealing with technical queries both pre- and post-sale by responding to all inbound client queries
• Monitoring the customer experience to ensure that customers are treated fairly in line with L&G’s TCF policy and that customer feedback is passed to the relevant areas
• Maintaining a detailed level of knowledge of L&G Investments unit trust, S/ICAV, and ETF ranges and the investment philosophy and process, and being able to communicate this to clients and Sales Managers
• Monitoring the customer experience to ensure that customers are treated fairly in line with L&G’s TCF policy and that customer feedback is passed to the relevant areas

Who we're looking for:

• Communication skills: The ability to liaise with senior stakeholders and key relationships and consolidate detailed information into concise summaries
• Industry knowledge: A high level of understanding of the distribution and Fund Management environment within the Asset Management industry
• Experience of Wholesale Markets, Client Service and Relationship Management
• Experience or knowledge of European Wholesale Platforms and/or Swiss Clients would be desirable 
• Ideally the role holder will be degree qualified and have an investment qualification e.g. IMC

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.