Client Service Associate

7 months ago

London, United Kingdom Binary Capital Investment Management Full time

**Client Service Associate**

**Location**: London Based - work from office [hybrid role possible]

Reporting to: Client Service Director

**About Binary Capital Investment Management**

Binary Capital is a London based, whole of market, broad investment firm working in partnership with Wealth Managers and IFAs - with a leading, unique, Discretionary Fund Management (DFM) offering which we are looking to significantly grow further and fully expand on. We offer a range of ‘model portfolios’ alongside in-house capabilities to offer bespoke wealth portfolios. We are an experienced team.

We are an investment solution provider offering highly liquid and transparent investment portfolios in line with our investment philosophy of being long-term and high conviction. For further information please visit: binarycapital.co.uk.

**Responsibilities**:
This is a fantastic opportunity for a sales professional seeking experience working with UK based IFAs and working in a role with autonomy and responsibility at a rapidly growing, fast paced, discretionary fund management firm.
- Focus on UK based independent financial advisers, proactively pursue new business - generate leads through Linkedin, cold call prospective clients, following up new business opportunities, setting up meetings, engaging and closing leads with the client service director. Sign up Financial Adviser firms and create a pipeline of business which is executed on.
- You will be directly responsible and accountable for the growth and retention of Binary Capital’s client and AUM base.
- Manage existing client relationships through ongoing servicing and support. Ensure prospective and existing Binary MPS users fully understand the proposition including investment and service differentiators.
- Work in conjunction with the wider Sales team to reach business growth targets, in addition to being responsible for individual sales targets.
- Attend and organise seminars, conferences and events where appropriate. Raising the company profile as a Binary Capital ambassador.
- Have a good understanding of our products and services and be able to engage others around them. Become a specialist on the DFM side and how we invest for clients.
- Prepare content and contribute significantly to thought leadership, product commentary and broader marketing initiatives for IFAs.
- Sales targets, monitoring and achieving of such targets. Providing management with regular feedback across all areas, especially KPIs.

**What we are looking for**:

- 1-2 years outbound sales experience, with a proven track record of meeting or exceeding sales targets.
- Familiarity with CRM systems to track and manage leads and opportunities.
- A keen interest in investment sales in a customer facing role.
- Autonomous, curious, eager to learn, and proactive approach.
- A keen interest in developing your knowledge and skills set.
- Excellent communication and interpersonal skills, with the ability to build rapport and effectively engage prospects through various channels.
- Self-starter with strong organizational skills and the ability to manage multiple priorities and deadlines.
- Resilient and adaptable, capable of handling objections and navigating complex sales cycles.

**What we offer**:

- A People-First culture
- Career Growth opportunities
- Discretionary bonus
- Hybrid working

**Salary**: £35,000.00 per year

**Benefits**:

- Work from home

Schedule:

- Monday to Friday

Work Location: Hybrid remote in London

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