At a Glance
- Tasks: Support the sales team in client relationships and drive sales through research and analysis.
- Company: Join a leading UK financial institution with a focus on innovation and teamwork.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Other info: Diverse and inclusive workplace with a commitment to employee development.
- Why this job: Be part of a dynamic team making a real impact in the payments industry.
- Qualifications: Bachelor's degree, strong communication skills, and proficiency in Excel, Word, and PowerPoint.
The predicted salary is between 30000 - 40000 £ per year.
Job Description
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.
Job Summary
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.
Required 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.
EEO Statement
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.
