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Institutional & Wholesale Client Relationship Executive

LegalAndGeneral · London

3 months ago

RemoteFull_timeinstitutional asset managementwholesale client servicinginvestment funds

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