Sales and Distribution Manager

4 days ago

London, Greater London, United Kingdom Legal & General Full time
Job Description
We're recruiting for a highly skilled Sales Executive to join our Wholesale Distribution team. As the interface between the sales team and other areas of the business, you'll provide high-quality sales support to intermediary clients and Sales Managers. Your key responsibilities will include contributing to sales activity by co-ordinating meetings, emails, and client follow-ups.

You'll also be responsible for providing dedicated sales support to investment sales managers, including maintaining an organised database of consolidated information, supporting material, and records of sales activity. Additionally, you'll need to provide consolidated information obtained from marketing, fund operations, compliance, legal, and fund management areas to the sales team for use in the sales process.

Your role will involve acting as a conduit between the sales team and other areas of the business to ensure the demands of the sales effort are delivered satisfactorily. You'll also be required to provide high-quality support to Wholesale clients dealing with technical queries both pre- and post-sale.

In this role, you'll have the opportunity to monitor the customer experience to ensure that customers are treated fairly in line with L&G's Treating Customers Fairly (TCF) policy. You'll also be responsible for passing customer feedback to the relevant areas and maintaining a detailed level of knowledge of L&G Investments Unit Trust, S/ICAV, and ETF ranges and the investment philosophy and process.

The ideal candidate will be degree qualified and have (or be willing to work towards) an investment qualification e.g. IMC. They should have strong communication skills, with the ability to liaise with senior stakeholders and key relationships and consolidate detailed information into concise summaries. Industry knowledge is essential, with an understanding of the Sales/Distribution and Fund Management environment within the Asset Management industry. Experience of Wholesale Markets, Client Service, and Relationship Management is desirable.

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