Sales Associate

3 weeks ago


London, Greater London, United Kingdom Mayford James Full time

Job Opportunity at Mayford James

A Global Investment Manager is looking to add a Sales Associate to their UK Client Group Department.

Key Responsibilities:

  • Develop and execute account plans to drive business growth and excellence in knowledge of client portfolios and their investment needs
  • Prepare and deliver pitch books, meeting briefings, and meeting follow-ups to support sales efforts
  • Coordinate and prepare RFP and due diligence requests to facilitate client engagement
  • Assist in the development and distribution of targeted marketing materials and thought leadership pieces to institutional clients
  • Collaborate with the sales team to operate as a cohesive unit across the institutional business

Requirements:

  • Relevant experience in sales, consultant relations, or portfolio specialist roles
  • IMC or CFA (MiFID II) certification
  • Understanding of the UK institutional landscape, including investment views, structure, and decision-making processes
  • Experience using Salesforce


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