Sales Associate
1 week ago
A Global Investment Manager is looking to add a Sales Associate to their UK Client Group Department.
As a Sales Associate you will:
- Own account plans for relevant firms, aiming for excellence in knowledge of client portfolios and their investment needs
- Prepare pitch books, meeting briefings and meeting follow ups
- Coordinate and prepare RFP and due diligence requests
- Assist, develop and distribute targeted marketing materials and thought leadership pieces to our institutional clients
- Be an integral part of the sales process, operating as a team across the institutional business
You should consider applying if you have:
- Relevant experience in either sales, consultant relations or portfolio specialist role
- IMC or CFA (MiFID II)
- An understanding of the UK Institutional landscape consulting landscape, their investment views, structure, and decision-making processes
- Experience using Salesforce
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