Institutional & Wholesale Client Relationship Executive
LegalAndGeneral · London
3 months ago
RemoteFull_timeinstitutional asset managementwholesale client servicinginvestment funds
3 months ago
Workplace
Remote
Employment
Full_time
Location
London
Posted
3 months ago
Summary
This mid-level client relationship role supports country heads, client directors, and sales managers serving institutional and wholesale clients across Middle Eastern, African, and Italian markets. The role provides client service, technical investment support, sales coordination, and reporting, with flexible working options mentioned but no specific remote or hybrid arrangement stated.
Responsibilities
- Serve as first contact for wholesale and institutional clients
- Coordinate resolution of complex client enquiries
- Support sales meetings, follow-ups, and client events
- Prepare meeting packs, pitch content, and reporting
- Provide technical investment and fund-range support
- Project-manage cross-functional client requests
- Identify sales opportunities for investment managers
institutional asset managementwholesale client servicinginvestment fundsclient reportingsales supportpublic and private markets
