Marketing, Sales Support and Client Services - Investments

  • Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • Morgan McKinley
  • 24 Apr 19

Marketing, Sales Support and Client Services - Investments

Opportunity for junior marketing, client services or sales support specialists to establish a career in investment management

My client, an equities investment boutique based in Central London is actively looking for a graduate or school leaver with asset management experience to join their Business Development team in a varied role supporting the production of marketing materials and sales aides. This is a fantastic opportunity for professionals starting their careers to forge a long and fruitful career in Business Development Support, as part of a small, growing business.

Marketing, Sales Support and Client Services Executive's responsibilities:

  • Preparation of regular client reports, presentations, sales aides and competitor analyses for the sales team, including working closely with the internal marketing team to produce bespoke marketing materials
  • Maintenance of consultant databases including eVestment, Mercer GIMD, CAMRAdata and Wiltshire.
  • Supporting the sales team on the production of bespoke RFPs and RFIs as well as answering DDQs.
  • Regular maintenance of CRM System, ensuring all meetings are logged and prospect clients are tracked
  • Client relationship management, responding to queries via phone and email, and welcoming clients when they come into the office
  • Diary management and general support for up to three sales managers as well as ad hoc responses to other requests as part of a small team

Marketing, Sales Support and Client Services Executive's ideal background:
  • Up to two years' experience in investment management
  • Previous experience in operations, client services or marketing support
  • Enthusiastic, ambitious, motivated but patient individual with a long-term goal of either being in a client-facing sales role or in a marketing production function
  • Skilled writer, attentive to detail and able to manage data

Competitive Salary: £30,000-40,000 (dependent on experience) + discretionary bonus + benefits

Morgan McKinley is acting as an Employment Agency in relation to this vacancy.

Please note that any references to salary or pay rates in this advertisement and in the salary refinement section are indicative only and should only be used as a guide.