Client Relationship Executive

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

The brand with the brolly is choosing today to change tomorrow.

Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. 

We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.

We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.

At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.

Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?

Great minds don’t have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation.

We don’t just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve.

We think it’s important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow.

We all work differently, and have different needs, which is why. we’re always open to discussing flexible working arrangements. Likewise, we’re committed to finding reasonable accommodations for candidates with specific needs during our recruiting process.

So whoever you are, wherever you are, whatever your story, we'd love to hear from you.