Client Relationship Executive

We’re sorry. We’re no longer accepting applications for this role.

Search and apply for similar opportunities or register your interest to receive alerts of the latest suitable jobs as they become available. 

VN-14222

Permanent

One Coleman Street, London, EC2R 5AA

Competitive & bonus & benefits

17 November 2019

Provide an efficient and effective service to LGIM’s institutional client by supporting Client Managers and Directors with their portfolio of clients.

  • Develop and maintain exceptional level of relationships to support Client Managers and Client Directors with their portfolio of clients. Aspiring to manage your own clients with required experience and sign off.
  • Support the successful resolution of client enquiries, liaising and utilising expertise from around the business. Seeking Guidance from Client Managers and Directors where necessary
  • Own the collation of servicing data, to support a daily review and circulation for management. In addition to producing regular and adhoc MI for management.
  • Strive to provide a high level of technical support, demonstrating a willing to understand a client’s decision making process and long term objectives. Be able to ask questions to begin to understand more complex queries and recognise business opportunities and threats.
  • 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 and agendas 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
  • Work with Client Manager’s to oversee and assist with the production of legal documentation, reports and client specific data relevant to the clients investment strategy
  • Take responsibility for team wide reporting, projects and adhoc tasks whether in relation to servicing, regulation or risk management. 
  • 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
  • Institutional client experience
  • Strong workflow management experience and problem solving ability
  • Strong overall Investment knowledge including an understanding of the different investment vehicle options
  • Good negotiation skills
  • Strong interpersonal skills
  • Excellent written communication skills
  • Knowledge of current investment market and economic issues
  • Excellent  IT skills
  • Must possess a good level of ‘gravitas’ and maturity
  • Highly team-orientated
  • Work to and share best practice
  • Exceptional communication skills
  • Resilient
  • Highly organised
  • Proactive and proven to work on your own initiative

 

Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, at least 25 days’ holiday (with potential to rise to 26 days), private medical insurance, performance related bonuses, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.

About L&G

LGIM is the investment management arm of Legal & General Group, a FTSE 100 company. We are one of Europe’s largest asset managers and a major global investor, with assets under management of £983.3bn* (as at 31 December 2017). Our success has been built by focusing on clients and providing them with services and solutions that meet their needs. We offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of institutional and retail investors.

LGIM is one of the world’s leading providers of index fund management. We are at the forefront of developments in liability-driven risk management solutions for defined benefit pension schemes, a leading provider of defined contribution solutions and also offer wide range of strategies to help our clients manage their investment objectives. LGIM continues to innovate as markets evolve, building strong relationships with clients including pension scheme, sovereign wealth funds, wealth managers and other professional investors.

We understand that our scale brings responsibilities. We play an active role in the companies we invest in, from exercising shareholder voting rights to directly engaging with companies at a board level. By engaging with businesses, we aim to unlock value for investors and shape the future and sustainability of financial markets.

In addition to having a leading position in the UK, we have selectively expanded into new markets across Europe, the Middle East, Asia and the US. We believe that translating our capabilities to reflect the needs of our international clients will mean we are well placed to help them achieve their objectives.

*LGIM internal data as at 31 December 2017, including derivative positions and advisory assets. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.

About the business area

LGIM manages fixed income, equity, multi-asset, liability-driven investment, property and alternative solutions on behalf of its clients. Located across the globe, our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. In order to meet the complex and evolving investment needs of our clients, we focus on remaining at the forefront of investment product innovation and maintaining our reputation as experts across all asset classes.

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, gender identity or age.

About L&G

LGIM is the investment management arm of Legal & General Group, a FTSE 100 company. We are one of Europe’s largest asset managers and a major global investor, with assets under management of £983.3bn* (as at 31 December 2017). Our success has been built by focusing on clients and providing them with services and solutions that meet their needs. We offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of institutional and retail investors.

LGIM is one of the world’s leading providers of index fund management. We are at the forefront of developments in liability-driven risk management solutions for defined benefit pension schemes, a leading provider of defined contribution solutions and also offer wide range of strategies to help our clients manage their investment objectives. LGIM continues to innovate as markets evolve, building strong relationships with clients including pension scheme, sovereign wealth funds, wealth managers and other professional investors.

We understand that our scale brings responsibilities. We play an active role in the companies we invest in, from exercising shareholder voting rights to directly engaging with companies at a board level. By engaging with businesses, we aim to unlock value for investors and shape the future and sustainability of financial markets.

In addition to having a leading position in the UK, we have selectively expanded into new markets across Europe, the Middle East, Asia and the US. We believe that translating our capabilities to reflect the needs of our international clients will mean we are well placed to help them achieve their objectives.

*LGIM internal data as at 31 December 2017, including derivative positions and advisory assets. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.

About the business area

LGIM manages fixed income, equity, multi-asset, liability-driven investment, property and alternative solutions on behalf of its clients. Located across the globe, our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. In order to meet the complex and evolving investment needs of our clients, we focus on remaining at the forefront of investment product innovation and maintaining our reputation as experts across all asset classes.

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, gender identity or age.