At a Glance
- Tasks: Engage with advisers and clients to promote investment solutions and drive commercial growth.
- Company: Join a leading investment management firm in the heart of London.
- Benefits: Full-time role with competitive salary and opportunities for professional development.
- Other info: Dynamic team environment with opportunities to work closely with senior leaders.
- Why this job: Be at the forefront of investment sales and client engagement, making a real impact.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 33750 - 41250 £ per year.
Investment Sales & Client Engagement Manager
Department
Investment Management
Employment Type
Full Time
Location
London
Reporting To
- Alana Nunn
- Description
We are looking for an Investment Sales & Client Engagement Manager to support the commercial growth and promotion of Benchmark's investment proposition.
You will work closely with the Head of Investment Sales, the Investment Team, Marketing and Distribution.
Together you will drive adviser engagement, client activity and commercial outcomes across Benchmark's employed, self-employed and independent adviser channels.
You will be a key coordination point for investment communications, marketing campaigns, events and client engagement.
You will help advisers and clients understand the value of our investment solutions, and you will help promote them consistently and effectively across the business.
This is a highly visible role.
It needs excellent communication, stakeholder management and organisational skills, with regular contact with senior leaders, advisers, investment managers and external partners.
What you'll do
- Adviser engagement and support
- Act as a key liaison between the Investment Team and Benchmark's adviser community.
- Support adviser adoption and understanding of Benchmark's investment proposition.
- Coordinate adviser communications on investment propositions, market updates and investment changes.
- Manage adviser queries and work with subject matter experts to provide responses.
- Gather adviser feedback and client insight to support proposition development.
- Client events and marketing activity
- Coordinate and deliver investment-focused client and adviser events.
- Support webinars, seminars, roadshows and conferences from planning through to delivery.
- Work with Marketing to develop event campaigns, materials and communication plans.
- Manage event logistics, attendee communications and post-event reporting.
- Measure engagement and identify ways to improve future activity.
- Commercial and sales support
- Support the Investment Director in delivering commercial growth objectives.
- Assist with sales opportunities, adviser presentations and prospect meetings.
- Prepare presentation materials, pitch documents and supporting collateral.
- Produce management information and reporting on investment proposition activity.
- Track adviser adoption, client engagement and sales performance metrics.
- Investment proposition promotion
- Help maintain and update investment proposition literature and adviser-facing content.
- Work closely with Marketing to develop campaigns promoting Benchmark investment solutions.
- Support the production of thought leadership, articles and market commentary.
- Help deliver consistent messaging across all adviser and client channels.
- Monitor competitor activity and industry trends to identify opportunities for improvement.
- Stakeholder management
- Build strong working relationships across Investments, Distribution, Marketing, Product and Financial Planning businesses.
- Coordinate internal meetings, workshops and adviser engagement forums.
- Support preparation for Investment Committee and governance meetings where required.
- Capture and report adviser insight to support strategic decision-making.
- The knowledge, experience and qualifications you need
- Experience within Financial Services, Wealth Management, Asset Management or Financial Planning.
- Experience supporting sales, business development, proposition or client engagement activities.
- Strong event management and stakeholder engagement experience.
- Excellent written and verbal communication skills.
- Experience preparing presentations and client-facing materials.
- Strong organisational and project coordination skills.
- Confidence working with senior stakeholders and external partners.
- Proficiency in Microsoft 365 applications, including Power Point, Excel and Teams.
- Full UK driving licence.
- Knowledge of investment products, platforms and wealth management propositions.
- Experience working with financial advisers and intermediary channels.
- Investment Management Certificate (IMC), CISI qualification, or willingness to study towards one.
- CRM and marketing platform experience.
- Experience supporting conferences, webinars and large-scale adviser events.
- What you'll be like
- Commercially minded and focused on delivering growth.
- Highly organised, with excellent attention to detail.
- Confident engaging with advisers, clients and senior stakeholders.
- A strong relationship builder and collaborator.
- Proactive and able to work independently.
- Professional, credible and enthusiastic about investments.
- Comfortable managing multiple priorities in a fast-paced environment.
- Solutions-focused, with strong problem-solving skills.
Investment Sales & Client Engagement Manager in London employer: Benchmark Capital
At Benchmark, we pride ourselves on being an exceptional employer, particularly for the PMO Finance Analyst role based in Horsham. Our inclusive work culture fosters collaboration and innovation, providing employees with ample opportunities for professional growth and development. With a strong focus on diversity and a commitment to employee well-being, we ensure that every team member feels valued and empowered to contribute meaningfully to our strategic initiatives.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Sales & Client Engagement Manager in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Benchmark Capital. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Sales & Client Engagement Manager in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Benchmark Capital.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Benchmark Capital's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Benchmark Capital
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Benchmark Capital.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Benchmark Capital will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Benchmark Capital employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
