Sales Associate
3 weeks ago
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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