Insurance Client Relationship Lead

Legalandgeneral; United Kingdom; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Bonus plan

Generous pension

Life assurance

Healthcare plan

25 days holiday

Electric car scheme

Discounts

Job summary

Legal & General (L&G) is a leading UK financial services group seeking an Insurance Client Manager to join a high-performing client relationships team within a major investment management business.

You will manage day-to-day relationships with insurance clients, provide technical insight on investment products, coordinate with cross-functional teams, and contribute to client reporting and change initiatives while upholding Consumer Duty principles.

Qualifications

• Experience within investment management, with a focus on client service and relationship management.
• Proven ability to build and maintain strong relationships with external clients, including senior stakeholders.
• Strong investment knowledge, including institutional products such as credit, private markets and LDI.
• Excellent communication skills, both written and verbal, with the ability to explain complex concepts clearly.
• Commercial awareness and the ability to identify client needs, risks and opportunities.
• Strong organisational skills with the ability to manage multiple priorities and deliver to deadlines.
• Collaborative mindset with the confidence to work across teams and contribute to shared goals.
• Degree educated (or equivalent), with IMC or a relevant professional qualification desirable.

Responsibilities

• Managing day-to-day relationships with insurance clients, delivering a high standard of service and support.
• Coordinating and resolving client enquiries by working closely with teams across the business.
• Providing technical insight on investment products, client strategies and market developments.
• Attending client meetings and calls, supporting discussions and leading operational or audit meetings where required.
• Developing a strong understanding of client objectives and identifying potential risks and opportunities.
• Collaborating with internal stakeholders to deliver client projects, data requests and change initiatives.
• Producing and reviewing client reporting, documentation and investment-related materials.
• Embedding Consumer Duty principles by delivering good client outcomes and responding to feedback effectively.

Skills

Client relationship management

Investment knowledge

Communication skills

Organisational skills

Cross-functional collaboration

IMC qualification desirable

Education

Degree educated or equivalent

IMC or relevant professional qualification desirable

Job description

Legal & General (L&G) is a leading UK financial services group seeking an Insurance Client Manager to join a high-performing client relationships team within a major investment management business.

You will manage day-to-day relationships with insurance clients, provide technical insight on investment products, coordinate with cross-functional teams, and contribute to client reporting and change initiatives while upholding Consumer Duty principles.