Jaime Lilly
About Jaime Lilly
Jaime Lilly is a Key Account Manager at Legal & General, with over 15 years of experience in the financial services industry. He has held various roles in sales and business development across multiple companies, including Legal & General Investment Management and Premier Asset Management.
Current Role as Key Account Manager
Jaime Lilly currently serves as a Key Account Manager at Legal & General, a position held since 2020. In this role, Lilly focuses on managing key client relationships and ensuring the delivery of tailored financial solutions. The position involves strategic planning and collaboration with various stakeholders to enhance client satisfaction and business growth.
Previous Experience at Legal & General Investment Management
Prior to the current role, Jaime Lilly worked at Legal & General Investment Management (LGIM) as a Senior Investment Sales Manager from 2018 to 2020. During this two-year tenure, Lilly was responsible for driving sales initiatives and managing client accounts, contributing to the firm's investment strategy and client engagement efforts.
Sales and Business Development Background
Jaime Lilly has over 15 years of experience in the financial services industry, with a strong focus on sales and business development. Lilly's career includes roles such as Sales Executive at Premier Asset Management and Business Development Manager at Retirement Advantage. This diverse background has equipped Lilly with a comprehensive understanding of client needs and market dynamics.
Educational Qualifications and Certifications
Jaime Lilly has pursued various educational qualifications relevant to the financial services sector. Lilly studied at the Chartered Insurance Institute, achieving the ER1 certification in Equity Release in 2021. Additionally, Lilly obtained the Investment Management Certificate from CFA Society UK in 2019 and completed a Diploma of Education in Leadership and Management from the Chartered Management Institute in 2020.
Training and Education for Financial Advisers
In addition to account management, Jaime Lilly provides training and education to financial advisers, focusing on Later Life products. This role involves sharing expertise and insights to enhance advisers' understanding of retirement planning and investment management, thereby improving client outcomes in these areas.