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For Companies At a Glance
- Tasks: Drive institutional sales and build relationships with UK pension funds and investors.
- Company: Join Berenberg, a leading asset management firm with a strong reputation.
- Benefits: Enjoy flexible hours, generous holidays, private health insurance, and a solid pension plan.
- Why this job: Be part of a dynamic team focused on impactful client relationships and market expansion.
- Qualifications: 5+ years in asset management sales with strong investment knowledge and existing networks.
- Other info: Professional qualifications like IMC are required; proactive mindset is essential.
The predicted salary is between 43200 - 72000 £ per year.
Berenberg’s products target a range of clients institutional and wholesale channels. There is now a need to build out the institutional sales efforts.
This is an exciting opportunity for a UK institutional sales professional with a proven track record of developing and executing a sales strategy to join Berenberg to focus on profitable new business generation from UK institutional pension funds, private and public-sector pension schemes, insurance, charities and other institutional investors.
Ideally the individual should have strong relationships with the UK corporate pension schemes and familiarity with the insurance sector. The successful candidate will need a strong network of relationships, a keen grasp of investment and the ability to operate within the UK pension and investment industry.
This role will also cover Global and local UK consultant relations so the individual should also be able to demonstrate a good understanding of and experience of having successful developed relationship with investment consultants
What will you do:
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Further develop the institutional investors network and help drive the expansion of Berenberg Asset Management in the UK.
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Establish and develop relationships with key prospects, demonstrating a clear understanding of the clients’ investment criteria, enabling Berenberg to be considered as a strategic partner.
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Project manage all aspects of the sales process for any given opportunities, including assisting with RFP submissions, and providing input on sales materials.
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Provide prospect and market feedback back into the business, enabling this intelligence to be used to generate relevant product capabilities.
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Contribute to Berenberg’s marketing efforts, including attendance at industry conferences and events.
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Monitor and track competitor activity.
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Delivering exceptional service to clients.
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Experience in asset management and significant tenure (at least 5 years) working in roles with an institutional sale focus.
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Strong technical product and investment skills, enabling effective dialogue with consultants, analysts and client.
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A good existing network of contacts across the UK institutional client segments.
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Good knowledge of investment consultants – existing contact base is a plus.
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Positive mindset and Sales-focused.
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Proactive and enjoys taking ownership of relationships and tasks.
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Excellent written and verbal communication skills.
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A good team player.
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Strong work ethic with high levels of professionalism.
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Professional qualifications – Investment Management Certificate (IMC) or equivalent required.
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Private pension plan – 10% of base salary contribution by Berenberg
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Generous 30 day holiday allowance
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Private Health Insurance
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Life Insurance scheme
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Flexible working hours
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Enhanced parental leave policies
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Employee Assistance Programme offering counselling sessions related to mental health, financial wellbeing and other topics
Institutional Asset Management Sales employer: Berenberg
Contact Detail:
Berenberg Recruiting Team
recruitment@berenberg.com
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Asset Management Sales
✨Tip Number 1
Leverage your existing network of contacts within the UK institutional client segments. Reach out to former colleagues, clients, and industry peers to discuss potential opportunities and gather insights about Berenberg's approach to asset management.
✨Tip Number 2
Stay updated on the latest trends and developments in the UK pension and investment industry. This knowledge will not only help you in conversations with potential clients but also demonstrate your commitment to understanding their needs.
✨Tip Number 3
Attend industry conferences and events where you can meet key prospects and investment consultants. Building relationships in person can significantly enhance your chances of being considered a strategic partner for Berenberg.
✨Tip Number 4
Prepare to discuss your previous successes in developing and executing sales strategies. Be ready to share specific examples of how you've generated new business from institutional investors, as this will showcase your capability to drive growth at Berenberg.
We think you need these skills to ace Institutional Asset Management Sales
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Institutional Asset Management Sales position at Berenberg. Understand the key responsibilities and required skills, especially focusing on the importance of relationships with UK institutional clients.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in institutional sales, particularly any roles that involved working with pension funds or insurance sectors. Provide specific examples of how you've successfully developed sales strategies and client relationships.
Showcase Your Network: Mention your existing network of contacts within the UK institutional client segments. If you have relationships with investment consultants, be sure to highlight this as it is a significant aspect of the role.
Tailor Your Application: Customize your application materials to reflect Berenberg's values and the specifics of the job. Use language from the job description to demonstrate your understanding of the role and how your background aligns with their needs.
How to prepare for a job interview at Berenberg
✨Showcase Your Network
Make sure to highlight your existing relationships with UK corporate pension schemes and investment consultants. Discuss how these connections can benefit Berenberg and help drive their institutional sales efforts.
✨Demonstrate Industry Knowledge
Be prepared to discuss the current trends in the UK pension and investment industry. Show that you have a keen grasp of investment strategies and can articulate how they align with the needs of institutional investors.
✨Prepare for RFP Discussions
Since project management of the sales process is key, familiarize yourself with the RFP submission process. Be ready to discuss how you would approach this and provide examples from your past experiences.
✨Exhibit a Sales-Focused Mindset
Convey your proactive attitude and ownership of relationships. Share specific examples of how you've successfully generated new business and delivered exceptional service to clients in your previous roles.
