Client Manager DB Pensions
Client Manager DB Pensions
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Job Description
Provide an efficient and effective service and sales support service to one or more Client Directors and their portfolio of clients. You will act as a mentor to the wider team.
What youll be doing:
- Developing and maintaining 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 their absence / Owning and coordinating the successful resolution of client enquiries liaising and utilising expertise from around the business
- Providing high level technical support demonstrating an understanding of a clients decision making process and longterm objectives. Be able to answer complex queries as well as identify business opportunities and threats
- Identifying and following up on leads and sales opportunities with the intention of maximising revenue
- Youll become a mentor for one or more of your team and assist with their training and development and also become an additional escalation point.
- Youll be responsible for reviewing and signing off draft instructions for the team and your peers and attend meetings/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. Develop and maintain knowledge of the current investment market economic issues and LGIMs views enabling you to discuss solutions with clients and consultants.
- Preparing meeting packs for client meetings and new business pitches and maintain excellent working relationships around key business areas at all times.
- Working with areas of expertise around the business to project manage adhoc 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 :
Who were looking for:
- Strong academic background
- Degree qualified (preferably 2.1 or equivalent & IMC
- Strong overall investment knowledge including and 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
- Detailed institutional investment product knowledge LDI Cashflow matching Credit Real Assets and Index funds knowledge (desirable)
- Report writing experience and project management skills (desirable)
- 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
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 performancerelated bonus plan and valuable share schemes
- Generous pension contribution
- Life assurance
- Private medical insurance (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 brandnew electric car through tax efficient salary sacrifice
- There are the many discounts we offer both for our own products and at a range of high street stores and online
- In 2023 some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart
Additional Information :
Legal & General is a leading financial services group and major global investor named Britains 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 aim to build a better society for the long term by investing our customers money in things that make life better for everyone.
If you join us youll be part of a welcoming 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.
If youre open to find out more wed love to hear from you.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
