Sales & Relationship Management Associate

  • Fixed Term
  • London,

Bruin Financial

Ref: 37989
Our client, a world-leading investment management firm who has a reputation for strong collaboration, work/life balance and pledges around corporate and environmental responsibility. They are seeking a motivated and dynamic Sales & Relationship Management Associate initially on a 12-month fixed-term contract basis (with potential to go permanent). This role offers an exceptional opportunity to contribute to efforts of the UK sales department, focusing on the financial intermediary team.

In this role, the successful candidate will provide essential sales support and client servicing to the UK Distribution team. Working closely with the Senior Sales individuals, (both telephone and field-based across multiple regions, primarily in London) you will play a crucial role in ensuring the smooth operation of the region. This role encompasses a range of responsibilities, such as preparing and following up on meetings, conducting reporting and research, managing Salesforce, handling pipelines and opportunities, and collaborating with various teams including Marketing, RFP, Operations, and Presentations.

The successful candidate will be involved in:

  • Client Service and Sales Support: Deliver high-quality client service and sales support for the team’s intermediary clients and sales teams
  • Client Requests and Reporting: Reply promptly and professionally to any client queriers, as well as preparing necessary materials for client sales pitches, meetings, or events
  • Meeting Preparation: Assist the sales team in preparing for client meetings by ensuring all materials are of a high standard and delivered on time. This involves strong stakeholder management and organisational skills
  • Internal Collaboration: Liaise with Marketing team regarding planned client communication or events and assist with client-related preparation
  • Client Relationship Management: Ensure accurate and timely updating of the CRM system, ensuring that all relevant client data is uploaded and shared with necessary parties
  • Support Other Teams: Occasionally support the Institutional Sales team as well with ad-hoc requests and enquiries

The ideal candidate will have:

  • A genuine interest in Investment Management and a passion for learning about funds, financial markets, and the industry
  • Previous experience in sales support or client services roles within financial services
  • Strong ability to identify and address client needs, leveraging outstanding active listening skills
  • Adaptability to new client information and situations
  • Excellent teamwork skills, partnering effectively with sales colleagues
  • Capacity to manage and deliver on multiple tasks and projects
  • Strong interpersonal skills for building genuine, collaborative relationships

For more information, please apply here for email Chris at Christopher.rolfe@bruinfinancial.com.

 

Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.

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