Institutional & Wholesale Client Relationship Executive

Overview

As a Client Relationship Executive, you support wholesale and institutional clients across Middle East, Africa and Italy, acting as the first point of contact and enabling sales and service excellence. You work closely with Country Heads and Sales Managers to resolve inquiries, provide technical guidance, and coordinate cross‑functional delivery of client requests. You’ll deepen knowledge of L&G Asset Management funds and market trends to inform opportunities and risk-aware outcomes.

Pay / Benefits

• annual performance bonus
• pension contribution
• life assurance
• Healthcare Plan
• 25 days holiday plus 26 after 2 years
• electric car salary sacrifice option

Responsibilities

• Develop and maintain strong client relationships and provide sales support on behalf of senior leaders
• Own and coordinate resolution of client inquiries across the business, escalating when needed
• Provide high-level technical support and understand client decision-making to address risks and opportunities
• Support sales activity by coordinating meetings and following up on client interactions
• Build deep knowledge of L&G Asset Management fund range (ETFs, ICAVs, SICAVs) and market trends
• Prepare high-quality materials: meeting packs, pitch content, client reporting, legal docs, investment data
• Collaborate across functions to deliver client requests and change initiatives on time
• Promote a risk-aware culture aligned to Consumer Duty and client outcomes

Key requirements

• Strong investment knowledge including understanding of investment vehicle options
• Experience in investment management with exceptional client service and sales support
• Proven track record dealing with external clients up to senior levels
• Institutional and wholesale client experience
• Knowledge of current investment market and economic issues
• European language skills, especially Italian (beneficial)
• Excellent interpersonal, negotiation and presentation skills

• Interpersonal skills
• Negotiation
• Presentation skills
• Investment knowledge
• Understanding of investment vehicles
• Market and economic awareness

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