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Sales Associate

2 months ago

London Area, United Kingdom Mayford James Full time

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