At a Glance
- Tasks: Support the sales team in client research, industry analysis, and project assignments.
- Company: Join a leading UK financial institution with a focus on innovation and client relationships.
- Benefits: Gain valuable experience, develop sales skills, and work in a diverse and inclusive environment.
- Other info: Opportunities for career growth and development in a fast-paced financial environment.
- Why this job: Be part of a dynamic team driving sales and making an impact in the payments sector.
- Qualifications: Bachelor's degree, strong communication skills, and proficiency in Excel, Word, and PowerPoint.
The predicted salary is between 30000 - 40000 £ per year.
Come join the UK FI Sales Team who are responsible for providing support to the Payments Sales Managers to manage client relationships and drive sales.
As a Payments FIG Sales Associate within our dynamic sales team, you will play a crucial role in supporting Sales Managers in fostering client relationships and promoting sales. Your responsibilities will encompass the preparation of client research, pitching material, industry analysis, and project assignments. You will also review and analyze transactional data, providing a unique insight into the client's account structure, cash flow, product usage, and regional/global setup. Furthermore, you will coordinate cross-functional stakeholder engagement to ensure alignment with broader firm-wide interests and the clients' objectives.
Job Responsibilities
- Support Sales team on sales pitch materials, prepare client research, industry analysis and project assignments.
- Prepare client account plans, briefing memos, and portfolio management reporting.
- Assist Sales team to ensure that clients are receiving agreed services.
- Review and analyse transactional data to identify key trends, risks, pricing/billing inefficiencies.
- Support the team to manage the end-to-end sales cycle including pricing and fee billing set up.
- Understand the client's account structure, cash flow, product usage and regional/global setup.
- Support Sales managers with preparation of proposals and material for internal approvals.
- Conduct research on existing client portfolios and prospective clients. Provide fundamental research on wallet and how to grow it.
- Be part of the team to help with due diligence to understand transaction flows and identify associated risks, ensuring robust Anti-Money Laundering (AML) compliance processes.
- Contribute as the voice of the client in cross-functional partner engagement to ensure alignment with broader firm wide interests and the clients' objectives.
- Develop both internal and client relationships with Sales team key stakeholders.
Qualifications, capabilities, and skills
- Bachelor's degree or equivalent.
- Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions.
- Ability to mobilize internal networks and resources.
- Must be proficient in Excel, Word, and PowerPoint.
- Aspire to develop the necessary sales and technical skills to ultimately assume a Sales role.
- Results oriented. Able to work under pressure within tight timeframes.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
UK Financial Institution (FI) Sales Associate - Payments employer: 慨正橡扯
Join a forward-thinking financial institution that prioritises employee development and fosters a collaborative work culture. As a UK FI Sales Associate in Payments, you will benefit from comprehensive training programmes, diverse career advancement opportunities, and a commitment to inclusivity, all while working in a vibrant city that offers a dynamic professional environment. Our focus on client relationships and innovative solutions ensures that your contributions are valued and impactful.
StudySmarter Expert Advice🤫
We think this is how you could land UK Financial Institution (FI) Sales Associate - Payments
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like 慨正橡扯.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to 慨正橡扯's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace UK Financial Institution (FI) Sales Associate - Payments
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at 慨正橡扯
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
