Sales Support Executive – Strategic Partners

  • Permanent
  • London,

Bruin Financial

Ref: 38109
We are recruiting for a leading financial services organisation, recognised for its strong track record and focus on leadership and development of its staff. Being a global leader in the asset management industry, they are committed to fostering a better future through responsible investing and focussing on achieving positive long-term outcomes through robust client partnerships and constant innovation across public and private markets.

They are seeking a Sales Support Executive to join their UK Distribution team focusing on their Strategic Partnerships. This role is essential in providing market-leading support services to Sales team members and intermediary clients, operating as a key link between the rest of the sales team and other crucial business areas. These can include Operations, Marketing, Fund Management, and Client Service teams.

The successful candidate will be involved in:

  • Maintain a thorough understanding of the client’s investment products and communicate this knowledge effectively to clients and Sales Managers
  • Act as a liaison between the sales team and other business units to ensure effective support for sales efforts
  • Support sales activities by organising meetings, client follow-ups and emails
  • Deliver high-quality support to Strategic Partner clients by addressing technical queries both pre- and post-sale
  • Identify and communicate sales opportunities proactively to other members of the sales team
  • Assist the Wholesale Distribution Team in prioritising customer interests and ensuring positive customer outcomes.
  • Keep an organised database of consolidated information, sales activity records  and supporting materials

The ideal candidate will have:

  • Knowledge of the Sales/Distribution and Fund Management environment within the Asset Management industry.
  • A willingness to pursue investment industry qualifications (IMC etc)
  • Experience in Wholesale Markets, Client Service, and Relationship Management is preferred.
  • Strong communication skills with the ability to engage with senior stakeholders and distil detailed information into concise summaries.

To find out more information, please apply her or get in touch with 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.

  • This field is for validation purposes and should be left unchanged.

Marketing Executive

Ref: 38212   Company Overview Our client is an award winning  asset management firm with a strong focus on delivering...

 

View Job

Social Media Analyst

Ref: 38145 We are recruiting on behalf of a prominent leader in the financial industry, who is driving the digital...

 

View Job

Sales Support Executive - Strategic Partners

Ref: 38109 We are recruiting for a leading financial services organisation, recognised for its strong track record and focus on...

 

View Job