At a Glance
- Tasks: Build strong relationships with financial advisers and wealth managers in the South East.
- 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 in clients' financial futures while growing your career.
- Qualifications: Experience in client relationship management and strong communication skills required.
- Other info: Inclusive culture with flexible working options and opportunities for career development.
The predicted salary is between 36000 - 60000 £ 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. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.
Join Legal & General Investment Management as a Regional Account Manager and play a pivotal role in building strong relationships with financial advisers and wealth managers across the South East and East Anglia. This is an exciting opportunity to represent one of the UK’s leading asset managers, delivering exceptional client service and driving growth through strategic partnerships.
What you’ll be doing:
- Managing a portfolio of advisory and wealth management firms across the region
- Building and deepening client relationships through proactive business planning
- Negotiating commercial terms and ensuring compliance with agreed fee structures
- Coordinating internal resources to deliver tailored client solutions
- Maintaining high-level knowledge of LGIM’s investment products and philosophy
- Leading client meetings, presentations, and representing LGIM at industry events
- Analysing market trends and competitor activity to identify new opportunities
- Collaborating with internal teams to support client engagement and event delivery
Qualifications:
- Proven experience in client relationship management within asset management or discretionary investment
- Strong understanding of UK wholesale markets, investment products, and competitor landscape
- Excellent communication and presentation skills, confident engaging with large groups
- Ability to negotiate effectively and deliver win-win outcomes
- Commercial acumen with experience in business planning and portfolio management
- Knowledge of investment processes and philosophies
- Full FPC or IMC qualification (or working towards)
- Self-motivated, organised, and able to manage a dynamic workload across multiple accounts
Benefits:
- The 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. There’s also the option to buy and sell holiday
- Competitive family leave
- Participate in our electric car scheme, which offers employees to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
- Discounts on our products and at a range of high street stores and online
- Office spaces designed to connect and collaborate with wellbeing at the heart
At L&G, we believe it’s possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We care about flexible working options including part-time, term-time and job shares. Some roles have limited flexibility due to customer demand, but we accommodate requests when we can. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.
Regional Account Manager - South East Region employer: Legal & General
Contact Detail:
Legal & General Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Account Manager - South East Region
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and engage on platforms like LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their products and services, especially in asset management. This will help you tailor your responses and show you're genuinely interested.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Regional Account Manager. Highlight your client relationship skills and commercial acumen to make a lasting impression.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re keen on joining our team at Legal & General, which is always a bonus!
We think you need these skills to ace Regional Account Manager - South East Region
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Regional Account Manager. Highlight your experience in client relationship management and any relevant achievements that showcase your ability to build strong partnerships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about asset management and how your skills align with our mission at Legal & General. Be genuine and let your personality come through.
Showcase Your Knowledge: Demonstrate your understanding of the UK wholesale markets and investment products in your application. Mention any specific trends or insights you've noticed, as this shows us you're proactive and engaged in the industry.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Legal & General
✨Know Your Stuff
Make sure you have a solid understanding of Legal & General's investment products and philosophy. Brush up on the latest market trends and competitor activity, as this will show your genuine interest in the role and help you engage confidently during discussions.
✨Build Relationships
Since the role focuses on managing client relationships, think about how you can demonstrate your relationship-building skills. Prepare examples from your past experiences where you've successfully deepened client connections or negotiated win-win outcomes.
✨Practice Your Presentation Skills
You'll likely need to lead client meetings and presentations, so practice is key! Rehearse your delivery style and ensure you can communicate complex information clearly and engagingly. Consider doing mock presentations with friends or colleagues for feedback.
✨Show Your Commercial Acumen
Be ready to discuss your experience in business planning and portfolio management. Think of specific instances where you've identified new opportunities or contributed to growth. This will highlight your ability to think strategically and align with L&G's goals.