At a Glance
- Tasks: Support the sales team and enhance client relationships in financial services.
- Company: Join a diverse and inclusive team at Natixis Investment Managers.
- Benefits: Enjoy 26 days holiday, wellness support, and recognition awards.
- Other info: Proactive individuals with a passion for learning will thrive here.
- Why this job: Kickstart your sales career and make a positive impact in finance.
- Qualifications: Degree educated with strong skills in Salesforce and Excel.
The predicted salary is between 44595 - 54505 £ per year.
We are seeking a motivated and passionate individual who is looking to launch or continue their sales career within financial services.
If you have a positive attitude, a willingness to learn and work hard, this is the role for you.
Providing Sales Support to the UK Institutional team, and reporting to the Managing Director, UK Institutional Business, you will be covering all aspects of sales and client servicing activities across all institutional client channels, including LGPS, DC, DB, Insurance, Charities and SFOs.
You will have the opportunity to work closely with all the team members, prospects, clients and affiliates whilst gaining insights on the wider core functions of our firm.
- Key Accountabilities
- Help to enhance and develop all aspects of the teams operating model, leveraging the resources available (technology, Natixis internal partners and appropriate 3rd party services) to help the UK Institutional Team achieve their key objectives and KPIs.
- CRM Champion and expert; Create sales reports & dashboards. Create and maintain sales records and activity in CRM
- Assist the Sales team in building and maintaining relationships with clients, sales colleagues globally and Natixis IM affiliates
- Assist with co‑ordination of client communication strategy including; reporting and commentary requirements and updates to send to existing clients and prospects.
- Assist with salesperson meeting preparation and note taking.
- Provide client service support by distributing factsheets, presentations, Requests for Information etc. to clients
- Work with internal teams to organise roadshows, events, conference calls and the provision of appropriate support materials
- Leading on the organisation of bespoke client events
- Client Servicing / Operations
- Manage the monthly, quarterly, and ad‑hoc reporting requirements for certain clients, including bespoke reports and updates of operational fund template data
- Liaise with internal support teams on queries (Finance, Legal, Compliance, Marketing, Product, and the respective Reporting teams) and co‑ordinate responses to clients
- Work closely with the Global Connect team in Paris to keep up‑to‑date with latest Salesforce developments and tools.
Skills and Qualifications
- Degree educated or equivalent combination of education and experience. Professional qualifications (IMC or similar preferable)
- Numerate and analytical with strong attention to detail
- Experienced with Salesforce/ Client Relationship Management systems
- Strong skills in both Excel and Power Point
- Ability to work independently and demonstrate ownership of tasks
- Strong written and communication skills
- Desire for operational excellence and accuracy
- Passion for listening, human engagement, learning about people and discussing markets and investment strategies.
This role is for you if you are a proactive, driven individual with a strong work ethic and a desire to make a positive impact.
We invite you to apply contribute to our firm’s success.
Natixis Investment Managers’ employees can access a wide range of benefits which, depending on eligibility criteria, include:
- 26 days of holiday entitlement per year (plus a day off on your birthday)
- Range of benefits to support your physical, psychological and financial wellbeing
- Employee Assistance Program, a robust behavioural health network with counselling and coaching services
- Recognition and service awards
At Natixis Investment Managers, we continuously work to create an environment that promotes diversity and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background.
We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities.
We are committed to finding reasonable adjustments for candidates during our recruitment process.
Please let us know if there are any changes, we could make to the application process to make it easier and more comfortable for you at HRUK@natixis. com or by calling 0203 405 5113.
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Sales Support employer: Natixis Investment Managers
At Natixis Investment Managers, we pride ourselves on being an excellent employer that fosters a supportive and inclusive work culture. As a Sales Support professional in the heart of the UK financial services sector, you will benefit from comprehensive employee wellbeing programmes, generous holiday allowances, and opportunities for personal and professional growth. Join us to be part of a dynamic team where your contributions are valued, and you can make a meaningful impact in the world of investment management.
Contact Details:
Natixis Investment Managers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Sales Support
✨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
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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 Natixis Investment Managers. 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 Sales Support
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 Natixis Investment Managers.
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 Natixis Investment Managers'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 Natixis Investment Managers
✨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 Natixis Investment Managers.
✨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 Natixis Investment Managers 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 Natixis Investment Managers 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.
