Job Description
* Developing and maintaining exceptional level of relationship and sales support to clients on behalf of Client Director’s, acting as the first port of call for a client in their absence
* Owning and co-ordinating the successful resolution of client enquiries, liaising and utilising expertise from around the business
* 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
* Identifying and follow up on leads and sales opportunities with the intention of maximising revenue
* You'll become a mentor for one or more of your team. You will assist with their training and development and also become an additional escalation point
* You'll will be responsible for reviewing and signing off draft instructions for the team and your peers
* 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.
* Developing 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
* Maintaining excellent working relationships around key business areas at all times
* Working 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
* Overseeing and assisting with the production of legal documentation, reports and client specific data relevant to the clients investment strategy
Qualifications
Essential;
* 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
* IMC
* Strong overall Investment knowledge including an understanding of the different investment vehicle options
* Good negotiation skills
Desirable;
* Strong academic background Degree qualified (preferably 2.1) or equivalent
* Working within the pensions (or insurance) industry
* Team Leader/people management experience
* Detailed Institutional Investment product knowledge, LDI, Cashflow matching, Credit, Real Assets and Index funds knowledge
Additional Information
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.