Job Purpose:
- 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.
Your Responsibilities:
- 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 and Qualifications:
- 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
- IMC qualified or studying towards qualification or equivalent
- In depth knowledge of L&G Investments’ Unit Trust, ETF and S/ICAV ranges
- Good understanding of investment processes and philosophies
- Market and competitor knowledge
- Excel, PowerPoint, Word, Microsoft Office, Lipper, Salesforce / Financial Clarity (CRM)
- Excellent customer service skills combined with a confident telephone manner
- Excellent communication and negotiation skills
- Comfortable organising meetings, managing CRM and e-mail flow.
Source: for more information click here.
