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Sales Support Associate

eFinancialCareers

Role overview:

This role is based at their London office and supports the activities of the firm’s sales team across the EMEA region. The ideal candidate would be a self-motivated team player with experience of sales support within an asset management environment, or who can clearly demonstrate the attributes required of such a role.

You will be responsible for:

  • First line sales support, assisting with incoming queries (email and telephone) from the sales team and/or clients.
  • Attend client meetings (as required by sales manager) acting as secondary or back-up contact.
  • Research prospective investors ahead of introductory meetings e.g. firm background, news flow, asset allocation, manager roster, identifying key decision makers.
  • Build relationships with clients after meetings to enable future 1:1 conversations and follow ups on behalf of the specific sales person (but always under the guidance of the lead sales person).

You will likely possess:

  • Ability to build credible relationships both with internal stakeholders and externally with clients
  • Strong with MS Word, Excel, PowerPoint and Outlook
  • Knowledge of CRM systems e.g. Salesforce
  • Strong analytical / numeracy skills
  • Proficient in spoken and written English. Additional languages would be a strong advantage.
  • Project management / multi-tasking ability
  • At least 2 years experience within asset management/investment asset classes or equivalent