Senior Sales Support, Asset Manager, London - UK Wealth Management (6 Month Contract) Senior Sales Support, Asset Manager, London - UK  …

Logan Sinclair
in London, United Kingdom
Contract, Full time, Flexible
Last application, 21 Jan 22
Excellent
Logan Sinclair
in London, United Kingdom
Contract, Full time, Flexible
Last application, 21 Jan 22
Excellent
Posted by:
Tom Peters • Recruiter
Posted by:
Tom Peters
Recruiter
Our client, a global asset manager with a strong brand, is looking for a Senior Sales Support Manager, to join their team in London on a 6-month contract basis, but could be extended. This role works closely with the sales teams responsible mainly for the UK Wholesale and Wealth Management channels

Responsibilities

  • Support the sales team, with distribution efforts with a specific focus on UK Wealth Management and Wholesale distribution.  
  • Managing the relationships and process for listing funds on UK Fund Supermarkets.
  • Working with legal and compliance on new platforms and distribution agreements, managing the workflow across teams.
  • Helping manage client reporting, and working to build and maintain client holding reporting.
  • Dealing with client queries and maintaining CRM system with client updates.
  • Supporting the KYC and due dilligence process for all clients as required to be compliant for onboarding new clients
  • Managing the process of new account openings for clients with third party custodians and transfer agencies.
  • Review and maintain the sales P&L, pipelines and reporting.
  • Management information queries and reporting on activity, fund flows and other data information request in relation to distribution efforts
  • Help with organising client events such as webinars, client meetings as well as third party events.

Requirements: 

  • Degree level, and good academics
  • Strong experience in client-facing / sales support / servicing role in asset management
  • Strong understanding and experience with UK wealth management 
  • Good understanding of investment strategies
  • Experience with CRM systems
  • Strong with Excel, and microsoft systems.
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