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For Companies At a Glance
- Tasks: Build relationships with clients and manage queries while preparing for a sales role.
- Company: Join a well-established investment management firm in the vibrant west end.
- Benefits: Receive training, career progression opportunities, and a dynamic work environment.
- Why this job: Perfect for those eager to grow in a client-facing role within a reputable firm.
- Qualifications: 4+ years in institutional client or sales roles; investment management experience is essential.
- Other info: CFA qualifications or studying towards them would be a plus.
The predicted salary is between 43200 - 72000 £ per year.
An established investment management firm based in the west end is looking for an Institutional Client/Sales Manager to join their Institutional team. This is an excellent opportunity for a client or sales associate that is looking to take the next step in their career. Reporting into the Head of Institutional, you will receive training to gradually evolve into a client-facing sales role.
Immediate responsibilities will include:
- Developing professional relationships with clients and consultants.
- Act as the point of contact for client queries – understand individual client needs and be able to tailor a response.
- Ability to undertake research on target markets, identifying potential prospects and suitable strategies.
- Attend meetings with existing and target clients.
- Facilitate and prepare materials for meetings.
- Ensure RFPs are co-ordinated internally and have input into final messaging.
Our client is looking for a candidate with the following attributes:
- 4+ years’ experience in an institutional client or sales associate role.
- A dedicated, energetic, and confident attitude.
- Desire to learn and progress into a Sales Manager position.
- Ability to build excellent relationships with senior client stakeholders.
- Investment management industry experience is essential.
- Industry qualifications such as the CFA (or studying towards) would be beneficial.
Institutional Client/Sales Manager employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client/Sales Manager
✨Tip Number 1
Network within the investment management industry. Attend industry events, webinars, and conferences to meet potential clients and colleagues. Building relationships in this sector can give you an edge when applying for the Institutional Client/Sales Manager role.
✨Tip Number 2
Research the firm thoroughly. Understand their client base, investment strategies, and recent news. This knowledge will not only help you tailor your approach but also demonstrate your genuine interest in the company during interviews.
✨Tip Number 3
Prepare to discuss your experience with client relationship management. Be ready to share specific examples of how you've successfully built and maintained client relationships in your previous roles, as this is crucial for the position.
✨Tip Number 4
Showcase your willingness to learn and grow. Highlight any relevant training or qualifications you are pursuing, such as the CFA, and express your enthusiasm for evolving into a Sales Manager role. This attitude can set you apart from other candidates.
We think you need these skills to ace Institutional Client/Sales Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in institutional client or sales roles. Emphasise your ability to build relationships and any specific achievements that demonstrate your skills in the investment management industry.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your 4+ years of experience, your desire to progress into a Sales Manager position, and how your background aligns with the responsibilities outlined in the job description.
Highlight Relevant Qualifications: If you have any industry qualifications like the CFA or are studying towards it, make sure to mention this prominently in your application. This shows your commitment to professional development in the investment management field.
Prepare for Potential Interviews: While this step is not part of the written application, it's good to prepare for interviews by researching common questions related to client management and sales strategies in the investment sector. This will help you articulate your thoughts clearly if you get called for an interview.
How to prepare for a job interview at Mason Blake
✨Know Your Clients
Before the interview, research the firm's existing clients and their needs. Understanding the client base will help you demonstrate your ability to build relationships and tailor responses effectively.
✨Showcase Your Experience
Be prepared to discuss your previous roles in institutional client or sales positions. Highlight specific examples where you've successfully managed client relationships or contributed to sales strategies.
✨Demonstrate Your Research Skills
Since the role involves market research, come equipped with insights about potential prospects and strategies. This shows your proactive approach and readiness to contribute from day one.
✨Prepare for RFP Discussions
Understand the process of Request for Proposals (RFPs) and be ready to discuss how you would coordinate and contribute to them. This will illustrate your organisational skills and attention to detail.
