Senior Sales Executive

LegalAndGeneral; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services group seeks a Senior Sales Executive to enhance services for Global Financial Institution clients. The role involves managing client relations, supporting sales strategies, and ensuring effective collaboration across various departments. Candidates should possess relevant qualifications and the ability to communicate effectively and understand market trends.

Benefits

Annual performance-related bonus

Generous pension contribution

Life assurance

Healthcare plan (permanent employees only)

25+ days holiday plus public holidays

Discounts for products and stores

Qualifications

• Degree qualified with an investment qualification (e.g., IMC) preferred.
• High understanding of the distribution and Fund Management environment.
• Experience with Global Financial Institutions client channel is preferred.

Responsibilities

• Providing support to GFI Sales Managers and managing client queries.
• Organizing asset management client events and meetings.
• Delivering presentations and developing a strong external profile in the industry.

Skills

Stakeholder liaison

Client support

Market trend analysis

Presentation skills

Education

Degree qualified

Investment qualification (e.g., IMC)

Job description

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Company Description

Legal & General (L&G) is a leading UK financial services group and major global investor.

We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world's largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

L&G Asset Management 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.

Job Description

We're recruiting for a Senior Sales Executive to join our Wholesale Sales support team to cover our Global Financial Institution (GFI) clients and to the sales management team. Acting as an interface between the GFI sales team and other areas of the L&G Asset Management business including Marketing, Operations, Client Service, Reporting and Fund Management teams in order to seek timely resolution to client queries and provide exceptional client service.

Contribute to achieving the aspirational L&G Asset Management sales target via business from GFI clients by working closely with the Head and Deputy Head of GFI to develop and implement a contact plan and objective strategy.

What you'll be doing:

• Providing dedicated support to GFI Sales Managers. Working closely with sales managers and developing and implementing a contact strategy and account management plans. Understanding the client opportunity by conducting analysis at the account and portfolio level. Leading client meetings and emails and client follow up where required
• Providing high quality client support to clients by dealing with complex technical queries. Understanding client needs and ensuring that internal teams and resources are aligned to deliver against the client expectations. Working with product specialists and fund managers where required to provide detailed fund information across all regions
• Organising asset Management client events and fund manager meetings for key clients where required, ensuring compelling agendas by understanding the economic environment and client needs. Hosting fund managers and clients in a professional and friendly manner. Identifying opportunities for follow up through engaging with clients and understanding their business needs
• Delivering presentations at external events where required, developing and maintaining strong presentation skills. Building a professional external profile for L&G Asset Management with industry contacts by attending industry events and representing the Asset Management business at client seminars where required
• Acting as a conduit between all areas of the L&G Asset Management business including Fund Managers, Sales Managers, Marketing, Legal and Compliance to ensure the needs of GFI clients are met. Providing detailed account briefings both pre and post fund manager meetings. Ensuring regular internal communications on each Global Institutions coverage progress
• Maintaining a detailed level of knowledge of the L&G Asset Management's fund range and investment philosophy and process, across Unit Trusts, ICAV, SICAV and ETFs and being able to communicate this to clients and internally
• Developing and maintaining a strong understanding of competitors and market trends and how this compares to L&G Asset Management's proposition. Using this knowledge to identify business opportunities and escalate to sales managers as appropriate. Proactively providing feedback on product requirements and ideas to the propositions team so L&G Asset Management remain best in class
• Monitoring the customer experience to ensure that customers are treated fairly in line with L&G's TCF policy and that customer feedback is passed to the relevant areas as well as being aware of the Consumer Duty regulation whilst undertaking own role and supporting the Wholesale Distribution Team as they put customer and client interests at the centre of the business and ensuring the delivery of good customer outcomes

Qualifications

Who we're looking for:

• Ideally the role holder will be degree qualified and have an investment qualification e.g. IMC
• Ability to liaise with senior stakeholders and key relationships and consolidate detailed information into concise summaries
• A high level of understanding of the distribution and Fund Management environment within the Asset Management industry
• Experience of GFI (Global Financial Institutions) Client channel preferred

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• 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 the option 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.

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