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Job description





    Company Info

    LGIM is the investment management arm of Legal & General Group, a FTSE 100 company. We are one of Europe's largest asset managers and a major global investor, with assets under management of £983.3bn* (as at 31 December 2017). Our success has been built by focusing on clients and providing them with services and solutions that meet their needs. We offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of institutional and retail investors.

    LGIM is one of the world's leading providers of index fund management. We are at the forefront of developments in liability-driven risk management solutions for defined benefit pension schemes, a leading provider of defined contribution solutions and also offer wide range of strategies to help our clients manage their investment objectives. LGIM continues to innovate as markets evolve, building strong relationships with clients including pension scheme, sovereign wealth funds, wealth managers and other professional investors.

    We understand that our scale brings responsibilities. We play an active role in the companies we invest in, from exercising shareholder voting rights to directly engaging with companies at a board level. By engaging with businesses, we aim to unlock value for investors and shape the future and sustainability of financial markets.

    In addition to having a leading position in the UK, we have selectively expanded into new markets across Europe, the Middle East, Asia and the US. We believe that translating our capabilities to reflect the needs of our international clients will mean we are well placed to help them achieve their objectives.

    *LGIM internal data as at 31 December 2017, including derivative positions and advisory assets. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.


    Department Info

    LGIM manages fixed income, equity, multi-asset, liability-driven investment, property and alternative solutions on behalf of its clients. Located across the globe, our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. In order to meet the complex and evolving investment needs of our clients, we focus on remaining at the forefront of investment product innovation and maintaining our reputation as experts across all asset classes.

    We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, gender identity or age.


    Job Duties

    • Contribute to sales activity by co-ordinating meetings, emails and client follow up. Be proactive in identifying sales opportunities and communicating these to the Investment Sales Managers.
    • Provide dedicated sales support to investment sales managers including maintaining an organised database of consolidated information, supporting material and records of sales activity.
    • Provide consolidated information obtained from category management, marketing, fund operations, client servicing and fund management areas to the sales team for use in the sales process.
    • Act as a conduit between the sales team and the above areas of L&G to ensure the demands of the sales effort are delivered satisfactorily.
    • Maintain high level knowledge of L&G Investments unit trust range and the investment philosophy and process working closely with LGIM where necessary.
    • Provide high quality support to intermediaries dealing with technical queries both pre and post sale by responding to all inbound client queries
    • Monitor 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.


    Skills Required

    Experience
    • German speaking
    • Previous Financial Services experience
    • Previous experience working with European Investment clients
    • Experience working with European Investments
    • A strong track record of working in a client service role

    Technical/Professional Qualifications:
    • IMC qualified or studying towards qualification or equivalent

    Product Knowledge:
    • In depth knowledge of L&G Investments' Unit Trust, ETF and S/ICAV ranges

    Process:
    • Good understanding of investment processes and philosophies

    Industry awareness:
    • Market and competitor knowledge

    Systems:
    • Excel, PowerPoint, Word, Microsoft Office, Lipper, Salesforce / Financial Clarity (CRM)

    Customer service:
    • Excellent customer service skills combined with a confident telephone manner

    Communication:
    • Excellent communication and negotiation skills

    Organisation:
    • Comfortable organising meetings, managing CRM and e-mail flow


    Benefits

    Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, at least 25 days' holiday (with potential to rise to 26 days), private medical insurance, performance related bonuses, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.


Industry
Insurance
Job Sector
Sales
Job Position
Sales Executive
City/Town
London
Address
London, UK Show on map
Post date
Closing date

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