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- Tasks: Build meaningful client relationships and deliver exceptional service in a collaborative environment.
- Company: Join Legal & General, a leading UK financial services group with a global impact.
- Benefits: Enjoy competitive salary, performance bonuses, generous holiday, and health benefits.
- Why this job: Make a real difference by supporting clients and contributing to their financial futures.
- Qualifications: Strong investment knowledge and experience in high-quality client service required.
- Other info: Flexible working options and a welcoming, inclusive culture await you.
The predicted salary is between 28800 - 48000 ÂŁ per year.
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, underpinning retirement and protection solutions. Our global asset management business provides clients and partners with complex, responsible investment solutions, working across public and private markets. Asset Management is a critical driver of our Group strategy, aiming to work synergistically with Institutional Retirement and Retail divisions to benefit clients and customers and deliver enhanced shareholder returns. Our investment philosophy focuses on creating value over the long term, incorporating financially material sustainability criteria when relevant to our clients.
Are you passionate about building meaningful client relationships and delivering exceptional service? We’re looking for a Client Manager to join our Distribution team, supporting Client Directors and helping us provide high‑quality solutions to our institutional clients. This role offers ownership of client interactions, contribution to business development, and mentoring opportunities within a collaborative environment. This role is within our UK team working on Defined Benefit Pension Scheme Clients.
- Develop strong, trusted relationships with clients, acting as a key contact in the absence of Client Directors
- Coordinate and resolve client enquiries by working with teams across the business
- Provide technical support and insights to help clients make informed decisions
- Identify and progress sales leads and opportunities to support revenue growth
- Mentor team members and support their development
- Review and sign off draft instructions for colleagues and peers
- Attend client meetings and calls, leading audit or operational discussions when needed
- Prepare tailored materials for client meetings, pitches and ongoing servicing
We’re looking for candidates with strong investment knowledge and a track record of high‑quality client service in investment management or related industries. Key capabilities include:
- Strong investment knowledge and understanding of institutional products and markets
- Experience delivering high‑quality client service within investment management or a related industry
- Strong communication and relationship‑building skills with confidence engaging senior stakeholders
- Ability to manage varied workflows and prioritise effectively
- Strong analytical skills with the ability to interpret data and provide meaningful insight
- Excellent IT skills and experience preparing high‑quality written materials
- Proactive, organised approach with the ability to show initiative
- Ability to mentor colleagues and contribute to a collaborative team culture
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, with option to buy and sell holiday. Competitive family leave. Electric car salary sacrifice option for permanent employees. Discounts on our products and at a range of high street stores and online. Wellbeing‑focused office spaces and collaboration opportunities.
At L&G, we believe it’s possible to generate positive returns today while helping to build a better future for all. We value a welcoming, inclusive culture with opportunities to collaborate across diverse backgrounds, guided by leaders with integrity who care about your future and wellbeing. We support flexible working options, including part‑time, term‑time and job shares, where possible. It doesn’t matter if you don’t meet every single criterion in this advert. Consider what you excel at and what you can bring in terms of strengths, potential and connection to our purpose.
Client Manager employer: Legal & General
Contact Detail:
Legal & General Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Client Manager role.
✨Tip Number 2
Prepare for those interviews by researching L&G and understanding their values and services. We want to see you shine, so practice answering common questions and think about how your experience aligns with their mission of building a better society.
✨Tip Number 3
Showcase your client relationship skills! During interviews, share specific examples of how you've built trust and delivered exceptional service. We love hearing about your successes and how you’ve made a difference for clients in the past.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are eager to contribute to our collaborative culture.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Manager role. Highlight your investment knowledge and client service experience, as these are key for us at Legal & General. Show how your skills align with our mission to build a better society.
Showcase Your Communication Skills: Since this role involves building strong relationships with clients, it’s essential to demonstrate your communication prowess. Use clear, concise language in your application and provide examples of how you've effectively engaged with senior stakeholders in the past.
Highlight Your Analytical Abilities: We love candidates who can interpret data and provide meaningful insights. In your application, mention specific instances where your analytical skills have led to successful outcomes or informed decision-making for clients.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team.
How to prepare for a job interview at Legal & General
✨Know Your Investment Stuff
Make sure you brush up on your investment knowledge, especially around institutional products and markets. Being able to discuss these topics confidently will show that you're serious about the role and understand what L&G is all about.
✨Build Those Relationships
Since this role is all about client management, think of ways to demonstrate your relationship-building skills. Prepare examples from your past experiences where you've successfully engaged with clients or stakeholders, showing how you can create trust and rapport.
✨Be Ready to Solve Problems
Expect questions that assess your problem-solving abilities. Think of scenarios where you've had to coordinate and resolve client enquiries. Highlight your analytical skills and how you interpret data to provide meaningful insights.
✨Show Your Team Spirit
L&G values collaboration, so be prepared to talk about your mentoring experiences. Share how you've supported colleagues in the past and contributed to a positive team culture. This will show that you’re not just a lone wolf but someone who thrives in a team environment.
