Sales Support Sales Support …

My client, a leading investment firm established over 40 years ago, are looking to grow their Private Client team. This position sits within the Business Development team in their London office. You will be providing sales support to the Business Development Director for this practice area. The exposure this role provides is excellent for someone wanting to build a career in Sales/Distribution within Investments dealing with highly complex clientele.

Your role will be to see the client process end to end as follows;

-You will work closely with the Director to prepare for meetings, designing presentations and materials.

-You will have the opportunity to participate in meetings, get involved in conversations and assist in building relationships with prospective clients.

- Liaise with internal teams including Legal & Compliance, Operations, Manager Research, etc., to effectively and efficiently create and maintain content

- Gather and synthesise research on target markets, prospective clients, competitive intelligence, and industry topics and trends

- Post meeting, you will manage and maintain the CRM which includes generating reports

- You will be involved in preparing proposals/powerpoints, which will include interaction with various parts of the business across EMEA

The opportunity;

• If you join this business you will be working with a unique specialist and be part of a highly experienced and entrepreneurial team.
• You will not be siloed in this role and the company promotes and encourages career development

Experience required;

• Finance related University qualifications
• IMC (Preferred)
• 1-2 years working in financial services in a sales support role
• Highly personable and confident in talking to a range of sophisticated clients
• Ability to work autonomously
• Excellent written and verbal communication
• A 'go-getter'