Regional Account Manager - South East Region

Legal & General; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading asset management firm in the UK seeks a Regional Account Manager to foster relationships with financial advisers and wealth managers. The role involves managing client portfolios, negotiating terms, and ensuring compliance, along with analyzing market trends. Ideal candidates will have experience in client relationship management and strong knowledge of investment products. The firm offers a comprehensive benefits package and values a diverse workplace with opportunities for flexible working arrangements.

Benefits

Annual performance-related bonus

Generous pension contribution

Life assurance

Healthcare Plan

At least 25 days holiday plus public holidays

Electric car scheme

Qualifications

• Proven experience in client relationship management within asset management or discretionary investment.
• Strong understanding of UK wholesale markets and investment products.
• Excellent communication and presentation skills, with confidence in large group engagement.

Responsibilities

• Manage a portfolio of advisory and wealth management firms.
• Build and deepen client relationships through business planning.
• Negotiate commercial terms ensuring compliance with fee structures.

Skills

Client relationship management

Communication skills

Negotiation skills

Business planning

Portfolio management

Self-motivated

Education

Full FPC or IMC qualification

Job description

Overview

Job Description

Join Legal & General Investment Management as a Regional Account Manager and play a pivotal role in building strong relationships with financial advisers and wealth managers across the South East and East Anglia. This is an exciting opportunity to represent one of the UK’s leading asset managers, delivering exceptional client service and driving growth through strategic partnerships.

Responsibilities

• Managing a portfolio of advisory and wealth management firms across the region
• Building and deepening client relationships through proactive business planning
• Negotiating commercial terms and ensuring compliance with agreed fee structures
• Coordinating internal resources to deliver tailored client solutions
• Maintaining high-level knowledge of LGIM’s investment products and philosophy
• Leading client meetings, presentations, and representing LGIM at industry events
• Analysing market trends and competitor activity to identify new opportunities
• Collaborating with internal teams to support client engagement and event delivery

Qualifications

• Proven experience in client relationship management within asset management or discretionary investment
• Strong understanding of UK wholesale markets, investment products, and competitor landscape
• Excellent communication and presentation skills, confident engaging with large groups
• Ability to negotiate effectively and deliver win-win outcomes
• Commercial acumen with experience in business planning and portfolio management
• Knowledge of investment processes and philosophies
• Full FPC or IMC qualification (or working towards)
• Self-motivated, organised, and able to manage a dynamic workload across multiple accounts

Benefits

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• 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
• Participate in our electric car scheme, which offers employees to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• 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

At L&G, we believe it\'s possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive 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 care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.