At a Glance
- Tasks: Support Sales Directors and learn the full sales cycle in asset management.
- Company: Leading global investment manager with a focus on client relationships.
- Benefits: Hybrid working, mentoring, structured training, and support for your IMC.
- Other info: Inclusive culture that rewards ambition and offers excellent career growth.
- Why this job: Kickstart your sales career in a dynamic environment with real impact.
- Qualifications: Experience in fund management and a passion for financial markets.
The predicted salary is between 30000 - 40000 £ per year.
A leading global investment manager is hiring a Sales & Client Service Associate to join its client group. This is a role for someone who already has a foot in asset management and is ready to push into a front-line sales career — commercially minded, ambitious, and hungry to learn fund distribution from individuals who do it at the highest level.
You'll work hand in hand with the Sales Directors, sitting close to live client relationships and helping drive the business forwards. There's a support and coordination element — but the firm wants someone who is sales focused and treats it as a launchpad. The right person already understands the industry and wants to start contributing to the sales effort from day one.
What you'll be doing:
- Working directly alongside the Sales Directors, supporting and learning the full sales cycle
- Preparing the materials that win and retain mandates — presentations, client documents, profiles and business plans
- Coordinating client meetings end to end, and attending them where appropriate to build your own client exposure
- Keeping the CRM (Salesforce) accurate and current so the team can sell from clean, reliable data
- Producing monthly and quarterly client reporting, and running reports across internal and external systems
- Handling ad-hoc client queries and building strong relationships across the firm
- Getting close to the firm's products, fund managers' views and market positioning — and turning that into commercial confidence
The role requires:
- Prior experience within fund management / asset management — this is essential
- Commercial drive and a real appetite for a career in sales
- Genuine interest in financial markets and an awareness of what's moving them
- Strong organisation, prioritisation and time-management skills
- Sharp attention to detail
- Willingness to study towards the Investment Management Certificate (IMC)
- Confident, proactive and solutions-focused
- Excellent interpersonal skills and a natural ability to build rapport with clients and colleagues
What's on offer: A clear path into sales — mentoring, leadership development programmes, structured training, continuing education and full support towards your IMC. Hybrid working. An inclusive, supportive culture where ambition is rewarded.
If the opportunity excites you, we'd like to hear from you.
Fund Sales & Client Service Associate in London employer: Ramsey Portia
Join a leading global investment manager that offers an exceptional work environment for aspiring sales professionals in the heart of London. With a strong focus on employee growth, you will benefit from structured training, mentorship, and a clear path into sales, all while enjoying a hybrid working model that promotes work-life balance. The inclusive culture fosters ambition and collaboration, making it an ideal place for those eager to advance their careers in asset management.
StudySmarter Expert Advice🤫
We think this is how you could land Fund Sales & Client Service Associate in London
✨Get Involved in Finance Communities
Join investment and finance forums like CFA Society local chapters or online platforms like Financial Modeling World Championship. These communities are gold mines for networking, and they often have events where you can meet industry professionals who might lead you to that coveted role!
✨Leverage University Career Services
If you're still a student or recently graduated, don’t miss out on your university's career services. They often have partnerships with investment firms and can point you towards entry-level openings or internships—sometimes even exclusive to your uni!
✨Showcase Your Passion for Finance
Start a blog or social media account to discuss market trends or investment strategies. This not only showcases your passion but also makes you more visible to recruiters at firms like Ramsey Portia. They'll see your commitment and insight, setting you apart from the pack.
✨Utilise Our Job Board
Check out openings directly on our website and apply through us! Tailor your application to highlight your enthusiasm for asset management. We’re all about helping you land that entry-level role in investment—let's ace this together!
We think you need these skills to ace Fund Sales & Client Service Associate in London
Some tips for your application 🫡
Show Off Your Analytical Skills:In the world of investment and asset management, we need to see your ability to crunch numbers and analyse data. Don’t just state your qualifications; showcase projects or coursework where you've applied analytical skills, like financial modelling or statistical analysis. If you’ve worked with tools like Excel, mention it—it's a big plus!
Highlight Relevant Coursework or Projects:If you have an academic background in finance, economics, or a related field, make sure to include specific modules or projects that showcase your knowledge. We love seeing how you’ve applied theory to practice, so talk about any case studies or simulations you've participated in during your studies.
Craft a Motivational Cover Letter:As this is an entry-level position, your cover letter should express your eagerness to learn and contribute. Share your passion for investment strategies and how you keep up with market trends. Let us know why you're excited about joining Ramsey Portia and what you hope to achieve in this role!
Quantify Your Experience:Even if your experience is limited, anything you can quantify makes a difference—it could be a class project with tangible results or any relevant internships. If you’ve interned or worked on relevant projects, highlight your contributions with numbers. For instance, mention how a particular investment strategy improved a hypothetical portfolio’s performance.
How to prepare for a job interview at Ramsey Portia
✨Mastering Financial Concepts
Brush up on key financial terms and concepts relevant to asset management, like portfolio theory and risk management. We want to be prepared for those technical questions that'll test our understanding of how investments work and how to analyse them effectively.
✨Show Your Analytical Skills
Be ready to demonstrate your analytical capabilities through practical scenarios or case studies. You might be asked to interpret financial data or analyse a given investment strategy, so having examples of your past analysis projects or relevant coursework can really help us stand out.
✨Highlight Your Enthusiasm for Finance
As an entry-level candidate, showing genuine passion for the finance world is crucial. Let’s share stories about our interest in investments and how we've sought to learn more, whether through courses, reading, or personal investments. This can really resonate with interviewers at Ramsey Portia.
✨Prepare for Cultural Fit Questions
In entry-level interviews, cultural fit is often just as important as skills. Expect questions about how you work in teams or handle challenges. We should think about our teamwork experiences and how they align with the values of Ramsey Portia—let’s come across as not just a candidate, but as a potential colleague.
