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.
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