Company: Ramsey Portia
Location: London
Job Description:
Looking to step into a high-impact role within a top-tier investment manager? This is a brilliant opportunity to sit at the heart of a UK & Ireland distribution team, supporting senior sales professionals across institutional and intermediary clients.
What you’ll be doing:
- Acting as the go-to support for a sales team of 10.
- Owning CRM (Salesforce) data integrity and reporting
- Coordinating with legal, ops, onboarding, marketing & product teams
- Handling client queries and driving follow-ups to completion
- Supporting meetings/events and ensuring actions are executed
- Accompany Sales Managers to events and meetings when required, managing completion of follow up actions, Salesforce updates etc.
- Build knowledge of key focused funds to enable the most effective client support and prospect identification.
The role requires:
- 2+ years’ sales support experience in asset management
- Strong understanding of the UK client landscape
- Highly organised, detail-oriented, and proactive
- Confident communicator with a client-first mindset
- Comfortable working across multiple internal stakeholders
Why this role?
- Exposure to a broad client base (institutional, wealth, platforms, IFAs)
- Genuine seat at the table with experienced sales professionals
- Opportunity to deepen product knowledge and commercial awareness
- Strong brand, collaborative culture, and high standards
If you’re looking to elevate your career in investment management sales support, this is a standout move.
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Posted: April 3rd, 2026