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Client Management Executive
2 months ago
Legal & General is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.
Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.
Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.
The Client Onboarding Team provides a dedicated end-to-end client onboarding and change management service to LGIM’s Institutional Business, supporting the full range of product structures offered by the company. Co-ordinating the end-to-end implementation of new client mandates across the business e.g. obtaining business approval of fund operating documentation; account set-up; Preparing the legal and operational groundwork for implementing changes to existing client mandates
Owning project and time manage client work in conjunction with other business areas to achieve the client’s funding objectives in an efficient and timely manner, ensuring that all legal, operational and transitional tasks are comprehensively considered and completed
Developing a clear understanding of the function of all business areas within LGIM, building and maintaining an effective network of strong working relationships within those areas. Acting as an internal ‘implementation consultant’ to the client relationship management team, demonstrating technical ability and understanding and an awareness of the client’s decision-making process and investment objectives.
As necessary, attend client meetings and conference calls to discuss and report upon implementation plans and progress
Maintaining and, where applicable, design and implement, business processes and procedures to support a risk-controlled and compliant environment
Knowledge of current investment, market, regulatory and economic matters
Strong interpersonal and communication skills with the ability to communicate, influence and operate at a senior management level
Project Management/Co-ordination experience/responsibilities
Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
Generous pension contribution
A company car allowance
Life assurance
Private medical insurance (permanent employees only)
At least 30 days holiday, plus public holidays. 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
Access to hundreds of discounts, both for our own products and at a range of high street stores and online
Flexible working options, including recently redesigned and award-winning offices which are great spaces to connect and collaborate and have your wellbeing at the heart
Legal & General is a leading financial services group and major global investor, 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 aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.
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.