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Client Relationship Executive

2 months ago

London, Greater London, United Kingdom Legal & General Full time
About the Role

We are seeking a highly experienced and skilled Senior Client Director to join our market-leading DC team at Legal & General. As a key member of our team, you will be responsible for managing, retaining, and developing long-term strategic partnerships with our DC pension clients.

Key Responsibilities
  • Establish and Develop Strategic Relationships

Establish and develop strong relationships with key decision-makers across your strategic client portfolio, understanding their tactical and strategic goals to meet all client objectives.

Client Retention and Growth

Personally take ownership of the retention strategy when a strategic client is identified as 'at risk,' working with the DC senior team to take appropriate action to ensure the client is retained and the relationship further strengthened for the longer term.

New Business and Cross-Selling Opportunities

Proactively identify and progress all new business, profitable restructure, and cross-selling opportunities in a timely manner, ensuring maximization of sales penetration and market share, longer-term strategic client retention, and further development.

Target Setting and Delivery

As a senior member of the DC Client Team, participate in the setting of and personally ensure delivery of growth targets across strategically important portfolios, ensuring the continued success of the division.

Client Engagement and Support

Support and attend new business opportunities at critical tender, beauty parade, and site visit stages, working with colleagues in DC Sales to share client experience, trends, and views, thereby supporting the expansion of our relationship with the UK's most significant DC intermediary consultants.

Product and Proposition Development

Lead engagement with other areas (Product, Client Communications, Change, Operations) to ensure your strategic clients have available to them an appropriate range of products and services, ensuring the long-term delivery of DC targets and growth strategy.

Requirements
  • Experience and Knowledge

Experience and knowledge of DC product solutions and marketplace, corporate client relationship management experience in a product provider, asset manager, or EBC/significant intermediary.

Investment and Administrative Knowledge

Understanding of investments, able to articulate at a high-level the performance of the funds, understanding of administrative/operational matters in relation to DC pension plans.

Communication and Presentation Skills

Demonstrable communication/presentation skills, previous client-facing meeting and presentational experience is a requirement, as is the ability to articulate and convey information in a clear and compelling manner in writing and in person.

Professional Qualifications

Professional qualifications in relation to the role are desirable, for example, PMI, Certificate in Financial Planning, IMC.

What We Offer
  • Performance-Related Bonus Plan

The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes.

Pension Contribution

Generous pension contribution.

Life Assurance

Life assurance.

Private Medical Insurance

Private medical insurance (permanent employees only).

Holiday and Family Leave

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.

Electric Car Scheme

Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax-efficient salary sacrifice.

Discounts

Many discounts we offer – both for our own products and at a range of high street stores and online.

About Us

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.

We strive to be open, mindful, and inclusive, so are always willing to discuss flexible working arrangements and reasonable accommodations for candidates with specific needs.