Sales Associate

Our client is a well-known global asset manager seeking a Sales Support professional to support the UK Sales team. This will be for a 15 month contract initially with the potential to go permanent.

As a Sales Associate within the UK Wealth team, you will form a core part of our team and will benefit from a varied role, flat structure, and the end objective of helping grow the overall business. The role will face off to sophisticated asset owners, research analysts and investment managers. You will have accountability across various clients channels and will be given the platform to take a hands-on approach to positioning the business and commercialising strategies across the market.

The role:

• Develop strong product knowledge to allow for effective servicing of client enquiries on especially our focus funds
• Arrange meetings with clients and prospects and ensure the pre and post meeting activity is recorded on Salesforce
• Monitor and keep on top of pipeline of opportunities and clients at risk via Salesforce
• Coordinate production of meeting presentations for both pitches & servicing meetings. Ensuring any new/change content for pitches goes through Technical Marketing
• Respond / follow up phone & email enquiries from clients and prospects
• Source sales support and client reporting requirements (presentations, factsheets, RFPs, quarterly reports) with relevant areas of the business
• Build strong relationships with clients to maintain regular contact & to learn of any new opportunities
• Attend relevant fund manager meetings to further develop knowledge
• Attend client meetings to deepen client knowledge and understanding
• Put in place and oversee team processes to ensure most efficient outcome for team sales activity
• Review bespoke RFPs before they are approved & sent to clients

The Candidate:

• A passion for investments and financial markets
• At least two years of relevant industry experience
• Degree educated or equivalent
• IMC or CFA (MiFID II)
• Experience using Salesforce
• Excel skills