Institutional Sales Associate

4 weeks ago

London Area, United Kingdom Leverton Search Full time

Our client is a top-tier investment house, managing assets across institutions, advisory clients and individuals. The company is characterised by its dynamic culture, diverse product offering and willingness to challenge the status quo. They are looking for a high-potential junior to join their UK Institutional Sales team. The role offers strong learning opportunities and career progression within a highly distinguished organisation.


Key responsibilities and duties include:

  • Hybrid split between Sales and Client Management.
  • Supporting sales managers in producing high quality marketing material, presentations and pitchbooks as well assisting on the production of RFP’s and DDQ’s
  • Participating in pitches and presentations
  • Servicing the full spectrum of UK institutional Clients across the firm’s full product range
  • Setting up meetings with prospects, clients, consultants and asset owners
  • Develop new business targets and strategies to ensure client retention
  • Understand client needs through building and maintaining long-standing relationships
  • Source and collate competitor, prospect and market intelligence information
  • Provide general administrative support to team members


Necessary qualifications, experience and competencies:

  • 2-5 years’ experience within Asset Management. Experience in a Client Service, Sales Support or Product Specialist role is advantageous
  • Strong communication and presentational skills
  • A collaborative worker who can adopt a team-player approach and help drive projects over the line
  • Articulate, positive, dynamic and an entrepreneurial attitude
  • Strong eye for detail and strong written capabilities


Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.

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