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- Tasks: Support Sales Directors with client communication, research, and meeting coordination.
- Company: Join a global investment firm dedicated to excellence in the investment industry.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a collaborative 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 finance and eager to make an impact.
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.
Sales Associate (Full-Time) employer: Bruin
Contact Detail:
Bruin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Associate (Full-Time)
✨Tip Number 1
Familiarise yourself with the investment industry by reading up on current trends and news. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the investment sector, especially those who work in sales or client support roles. Attend industry events or webinars to make connections that could lead to referrals or insider information about the job.
✨Tip Number 3
Brush up on your analytical skills, particularly in Excel and CRM systems like Salesforce. Consider taking online courses or tutorials to enhance your proficiency, as this will demonstrate your commitment to the role.
✨Tip Number 4
Prepare to showcase your communication skills by practising how you would handle client queries or internal communications. Role-playing scenarios can help you articulate your thoughts clearly and professionally during the interview.
We think you need these skills to ace Sales Associate (Full-Time)
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 Communication Abilities: Since excellent communication is key for this role, include examples of how you've effectively coordinated between teams or managed client communications. Highlight any experience in preparing meeting materials or writing detailed notes.
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 sector during the interview. Research recent trends and developments in the industry, and be prepared to discuss how they might impact the firm and its clients.
✨Demonstrate 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. Highlight any tools or methods you use to stay organised and efficient.
✨Prepare for Client Communication Scenarios
Anticipate questions about how you would handle client queries or manage communications. Think of specific examples where you've successfully resolved client issues or improved communication processes in previous roles.
✨Highlight Your Analytical Proficiency
Be ready to discuss your experience with analytical tools and software, especially Excel and CRM systems like Salesforce. If possible, bring along examples of reports or analyses you've conducted that demonstrate your technical skills.
