Skip to main content
Legal & General (L&G)

Institutional & Wholesale Client Relationship Executive

RemoteNot specified. Estimate: United Kingdom · 89% confidence
Published
Role
Sales
Employment
Full-time
Company size
Enterprise
Salary not disclosed
Check eligibility

The listing doesn't say where it hires from. It may hire in United Kingdom (89% confidence). This is an estimate, not an eligibility rule; verify before applying.Signals: stated job location and company offices.

No BS summary

Client Relationship Executive needed to support Client Relationship Managers and their wholesale/institutional clients, focusing on Middle East, African, and Italian markets. Requires strong investment knowledge, experience in investment management client service/sales support, and client relationship building. Italian language skills are beneficial.

Core skills

sales supportclient relationship managementinvestment management

Required skills

investment knowledgeclient serviceclient relationship buildinginterpersonal skillsnegotiation skillspresentation skills

Optional skills

Italian language skills

Optional languages

Italian

What you'll do

  • Developing and maintaining strong client relationships, acting as the first point of contact and providing sales support on behalf of the Country Head, Client Directors and Sales Managers
  • Owning and coordinating the resolution of client enquiries, liaising across the business and escalating to Client Directors or Sales Managers where appropriate
  • Providing high-level technical support, understanding client decision-making processes and objectives, answering complex queries and identifying risks and opportunities
  • Supporting sales activity by coordinating meetings, following up on client interactions and identifying opportunities to share with Investment Sales Managers
  • Building and maintaining deep knowledge of the L&G Asset Management fund range (including ETFs, ICAVs and SICAVs), alongside broader market, economic trends and competitor landscape
  • Preparing and delivering high-quality materials, including meeting packs, pitch content, client reporting, legal documentation and investment data
  • Collaborating and project managing cross-functional input to deliver client requests, data queries and change initiatives through to completion in line with expectations
  • Embedding a strong internal culture by fostering relationships across the business, demonstrating L&G Asset Management values and promoting a risk-aware environment aligned to Consumer Duty and client outcomes

What they require

  • Strong overall investment knowledge including an understanding of the different investment vehicle options
  • 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 and wholesale clients experience
  • Knowledge of current investment market and economic issues
  • European language skills, in particular Italian would be beneficial
  • Excellent interpersonal, negotiation and presentation skills

Benefits

  • The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
  • Generous pension contribution
  • Life assurance
  • Healthcare Plan (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 (permanent employees only)
  • There are many discounts we offer – both for our own products and at a range of high street stores and online
  • We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience
  • 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.
  • Open to discussing all kinds of flexible working options including part-time, term-time and job shares.
  • Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world’s largest asset managers and provide powerful asset origination capabilities.

🇬🇧 United KingdomFinancial ServicesEnterprise
Salary not disclosed