At a Glance
- Tasks: Support acquisition of distributors and manage relationships in Private Markets for Wealth Management.
- Company: Join a leading investment management firm with a focus on innovation and collaboration.
- Benefits: Competitive salary, professional development, and opportunities for networking.
- Other info: Dynamic work environment with excellent growth potential.
- Why this job: Make an impact in the finance world while working with top-tier professionals.
- Qualifications: Strong communication skills and a passion for investment management.
The predicted salary is between 54000 - 66000 £ per year.
What will you be doing?
- Support MSIM in the acquisition of Distributors, focusing on Private Markets solutions for Wealth Management.
- Support the relationship management for the existing Distributors.
- Preparing and attending client meetings/calls/events including follow-up.
- Providing strategy-focused information to internal and external stakeholders, explaining the investment philosophy and process.
- Working closely with the Global Wealth sales team and the Investment Teams to help prepare business plans, sales channel reporting or other internal management requests for the business.
- Gathering market intelligence and competitor information.
- Developing a deep understanding of MSIM’s suite of funds and investment strategies as well as the capabilities and offering of the broader Firm.
- Coordinating and supporting sales/product/marketing demand of distribution partners.
- Maintaining, creating, updating and reporting sales opportunities/pipelines/meeting notes in Salesforce.
- Support planning and realisation of distribution partner trainings (incl. preparation and wrap-up) in alignment with the responsible sales colleagues.
- Working with the Marketing Team and the Investment Teams on the creation of publications and strategy-focused collateral that resonate with clients.
- Alignment and proactive collaboration with internal departments (Product Management, Investment Teams, Marketing, Controlling, Operations).
Investment Management – Private Market Sales Professional – Wealth Clients – Associate employer: PowerToFly
At PowerToFly, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the surgical equipment sector. Our Camberley location provides a vibrant environment with ample opportunities for professional growth, supported by comprehensive training and development programmes. We value our employees' contributions and offer competitive benefits, making us a rewarding place to build a meaningful career.
We think you need these skills to ace Investment Management – Private Market Sales Professional – Wealth Clients – Associate
Relationship Management
Client Meeting Preparation
Market Intelligence Gathering
Sales Channel Reporting
Investment Strategy Understanding
Salesforce Proficiency
Training Coordination
