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Client Relationship Manager
  • United Kingdom - Wales - Cardiff -
1 year ago
Job Description

This exciting and varied relationship management position is responsible for the management, retention, growth and development of a portfolio of DC pension clients.

Using your personality, best practice and key account management strategies you will contribute to:

  • Ensure the delivery of growth targets across the portfolio to ensure the continued success of the division
  • Ensure key focus is on providing a service that leads to the retention of the portfolio to ensure the continued success of the division
  • Own, establish, develop and maintain relationships with key decision makers across the portfolio, understanding their tactical and strategic goals and ensuring that all new business and profitable restructure opportunities are identified and progressed in a timely manner, thus ensuring maximization of LGIM sales penetration and market share
  • Provide feedback and engage appropriately with Product & Proposition, Marketing and Change areas to help ensure there is a range of products and services to meet the needs of existing clients, leading to the delivery of the LGIM DC ambitions and growth strategy
  • Maintain a good knowledge of LGIM DC Pensions proposition and processes, keep abreast of legislative developments and other market activity in order to be able to discuss relevant topics in an informed manner and to understand and influence client employee benefit decisions
  • Maximize cost effectiveness and employer satisfaction by implementing best practice in all aspects of the management of client portfolio, working with employers to pilot and report back appropriately on new initiatives in terms of our proposition and customer experience programme and ensuring all activity undertaken in fulfilling the role considers the fair treatment of the end customer


Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, 25 days’ holiday, an annual supplement for private medical insurance, discretionary performance related bonuses, paid overtime, discounts at both a huge range of high street stores and our own great products.

Required Knowledge, Skills, and Abilities
Professional qualifications in relation to the role are desirable for example PMI / Certificate in Financial Planning / IMC. Experience and knowledge of DC product solutions and marketplace. Corporate client relationship management experience in a product provider, asset manager or EBC/significant intermediary. Demonstrable communication/presentation skill – previous client facing meeting and presentational experience at a senior level within significant employers and intermediaries/partners is a requirement, as is the ability to articulate and convey information in a clear and compelling manner in writing and in person. This role would suit someone who is flexible and driven by finding solutions and achieving win-win outcomes.

Reference no: 26316


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