Institutional & Wholesale Client Relationship Executive

Location: London, United Kingdom; work location type: Remote

Company

Legal & General is a UK financial services group and global investor providing retirement, protection, pension, insurance, and asset management solutions across public and private markets.

What you will do

• Provide client relationship management and sales support to Client Relationship Managers, the Country Head, Client Directors, and Sales Managers.
• Act as a first point of contact for wholesale and institutional clients across Middle Eastern, African, and Italian markets.
• Coordinate and resolve client enquiries, complex data requests, and risks or opportunities across internal teams.
• Support sales activity by coordinating meetings, following up on interactions, and identifying opportunities for Investment Sales Managers.
• Build knowledge of the L&G Asset Management fund range, including ETFs, ICAVs, and SICAVs, as well as market, economic, and competitor trends.
• Prepare meeting packs, pitch content, client reports, legal documentation, and investment data while project-managing cross-functional delivery.

Requirements

• Strong investment knowledge and understanding of different investment vehicle options.
• Experience in the investment management industry, including client service and sales support.
• Track record of managing external client relationships, including senior-level contacts.
• Experience working with institutional and wholesale clients.
• Knowledge of current investment market and economic issues.
• Excellent interpersonal, negotiation, and presentation skills.

Nice to have

• European language skills, particularly Italian.

Culture & Benefits

• Annual performance-related bonus plan and share schemes.
• Generous pension contribution and life assurance.
• Healthcare plan for permanent employees.
• At least 25 days of holiday plus public holidays, with the option to buy and sell holiday.
• Family leave, electric car salary-sacrifice scheme, and employee discounts.
• Flexible working options may include part-time, term-time, and job shares where operationally possible.