Client Relationship Executive

Were recruiting for a Client Relationship Executive to provide an efficient and effective service and sales support service to one or more Client Relationship Managers and their portfolio of clients. 

What youll be doing:

• Developing and maintaining an exceptional level of relationship and sales support for clients on behalf of Client Directors acting as the first point of contact in the Client Directors absence
• Owning and coordinating the successful resolution of client enquiries liaising with and drawing on expertise across the business and seeking guidance from Client Managers and Client Directors where required
• Providing highlevel technical support demonstrating a strong understanding of clients decisionmaking processes and longterm objectives answering complex queries and identifying potential business opportunities and risks
• Identifying and following up on leads and sales opportunities with the aim of maximising revenue
• Preparing meeting materials for client meetings and new business pitches. Attending meetings and conference calls as required and taking sole responsibility for audit and operational meetings when appropriate
• Demonstrating a high level of technical knowledge across Asset Management products brand services and competitors and maintaining uptodate awareness of investment markets economic issues and L&Gs views to support informed discussions with clients and consultants
• Working with specialist teams across the business to project manage adhoc queries data requests and client changes through to completion in line with client expectations
• Maintaining awareness of the Consumer Duty regulation understanding the commitments made and customers reasonable expectations set during marketing and sales processes and ensuring servicing teams are able to meet those expectations. Placing customer and client interests at the centre of the business and supporting the delivery of good client and customer outcomes by considering feedback from all sources ensuring reasonable expectations around performance and service are met. Identifying any failings and providing relevant information to management to enable appropriate changes to be made

Who were looking for:

• Strong overall investment knowledge including an understanding of the different investment vehicle options 
• Strong communication negotiation and interpersonal skills 
• Knowledge of current investment markets and economic issues 
• Institutional investment product knowledge and index funds knowledge preferred 
• Experience within the investment management industry
• Demonstrable track record of dealing with external clients and building significant relationships with external contacts

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
• Healthcare Plan (permanent employees only)
• At least 25 days holiday plus public holidays 26 days after 2 years service. Theres 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
• Were creating netzero carbon workplaces by 2030 by investing in our sustainable modern offices across the UK all designed to bring people together and elevate the inperson experience

Additional Information :

At L&G we believe its possible to generate positive returns today while helping to build a better future for all. 

If you join us youll 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 care passionately about outcomes rather than attendance and are therefore 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. 

It doesnt matter if you dont 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. 

Remote Work :

No

Employment Type :

Full-time