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- Tasks: Support Sales Directors with client communications, research, and meeting coordination.
- Company: Join a global investment firm making waves in the finance industry.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a fast-paced team that values proactive attitudes and relationship building.
- Qualifications: 2-5 years in a similar role; Bachelor's degree required, IMC preferred.
- Other info: Ideal for those passionate about investments and eager to learn.
The predicted salary is between 28800 - 48000 £ per year.
A global investment firm is looking for a dynamic and motivated individual who has a genuine interest in the investment industry. This person must thrive in a fast-paced environment, be highly organised, and display a proactive attitude. As an integral member of the Client Group, you will provide essential support to Sales and Relationship Directors. Your focus will be on relationship building, sales processes, and ensuring smooth client communications.
Key Responsibilities:
- Client & Sales Support: Act as a key contact for client and prospect queries, managing communication and ensuring prompt follow-up.
- Research & Analysis: Conduct market research on target prospects, industries, and competitors; assist in portfolio performance analysis and provide quantitative support as needed.
- Meeting Preparation & Coordination: Work with Sales Directors to schedule and track meetings and calls; oversee preparation of materials and ensure RFPs are coordinated internally, with input into final messaging.
- Communication & Collaboration: Coordinate communication between internal teams (sales, legal, compliance, admin, marketing) and external prospects or consultants, ensuring effective and timely updates.
- Account Management: Handle the start-up process for new client accounts, ensuring all necessary documentation and internal procedures are followed.
- Team Collaboration: Attend meetings (where possible), write detailed meeting notes, track actions, and ensure effective follow-up on key deliverables.
Qualifications & Skills:
- Experience: 2 -5 years of experience in a similar role with an investment management firm is required.
- Educational Background: Bachelor’s degree; IMC preferred, and working towards CFA is desirable.
- Analytical & Technical Skills: Strong analytical skills, with a high proficiency in Excel, PowerPoint, and other relevant software. Experience with CRM systems (ideally Salesforce) and performance tools like FactSet or Morningstar is an advantage.
- Communication & Interpersonal Skills: Excellent verbal and written communication abilities, with a focus on professionalism and clarity.
- Client-Focused: Strong service mentality with a commitment to responding quickly and professionally to client and internal needs.
Full Times Sales Assistant employer: Bruin
Contact Detail:
Bruin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Full Times Sales Assistant
✨Tip Number 1
Familiarise yourself with the investment industry by reading up on current trends and news. This will not only help you in interviews but also show your genuine interest in the field, which is crucial for a Sales Assistant role.
✨Tip Number 2
Network with professionals in the investment sector through platforms like LinkedIn. Engaging with industry experts can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Brush up on your analytical skills, especially in Excel and PowerPoint. Consider taking online courses or tutorials to enhance your proficiency, as these skills are essential for conducting market research and preparing presentations.
✨Tip Number 4
Prepare to demonstrate your communication and organisational skills during the interview. Think of examples from your past experiences where you successfully managed client communications or coordinated team efforts, as these are key aspects of the role.
We think you need these skills to ace Full Times Sales Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales support and client management. Emphasise any previous roles in investment firms and showcase your analytical skills, particularly with tools like Excel and CRM systems.
Craft a Compelling Cover Letter: Write a cover letter that reflects your genuine interest in the investment industry. Mention specific experiences that demonstrate your proactive attitude and ability to thrive in fast-paced environments, as well as your commitment to client service.
Highlight Relevant Skills: In your application, clearly outline your analytical and technical skills. Provide examples of how you've used these skills in past roles, especially in market research or portfolio analysis, to show you can add value to the team.
Showcase Team Collaboration: Discuss your experience working collaboratively with different teams. Highlight instances where you coordinated communication between departments or contributed to successful project outcomes, as this is crucial for the role.
How to prepare for a job interview at Bruin
✨Show Your Passion for the Investment Industry
Make sure to express your genuine interest in the investment industry during the interview. Research recent trends and news in the sector, and be prepared to discuss how they relate to the role. This will demonstrate your enthusiasm and commitment to the field.
✨Highlight Your Organisational Skills
Since the role requires a high level of organisation, come prepared with examples of how you've successfully managed multiple tasks or projects in the past. Use specific instances to illustrate your ability to thrive in a fast-paced environment.
✨Demonstrate Your Communication Skills
Effective communication is key in this role. Practice articulating your thoughts clearly and professionally. Be ready to showcase your written communication skills by discussing any reports or presentations you've created in previous roles.
✨Prepare for Team Collaboration Questions
Expect questions about teamwork and collaboration, as this position involves working closely with various internal teams. Think of examples where you successfully collaborated with others to achieve a common goal, and be ready to discuss how you handle differing opinions within a team.
