At a Glance
- Tasks: Support sales efforts across LatAm & Iberia while learning the full sales cycle.
- Company: Leading global investment manager with a focus on growth and development.
- Benefits: Hybrid working, structured training, mentoring, and a strong compensation package.
- Other info: Opportunity to study for the Investment Management Certificate (IMC) and grow your career.
- Why this job: Launch your sales career in asset management with real client exposure and support.
- Qualifications: Fluency in Spanish and English, plus prior experience in fund management.
The predicted salary is between 30000 - 40000 £ per year.
A leading global investment manager is hiring a Spanish-speaking Sales & Client Support Associate to support its sales effort across LatAm & Iberia. 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 covering Latin America and Iberia, sitting close to live client relationships. Your Spanish will be central – from client communications and meeting prep to building rapport with clients in their own language. There's a support and coordination element, but the firm wants someone who treats it as a launchpad, not a desk job.
Key Duties & Responsibilities:
- Work alongside the Sales Directors covering LatAm & Iberia, supporting and learning the full sales cycle
- Prepare the materials that win and retain mandates – presentations, client docs, profiles and business plans, in English and Spanish
- Coordinate client meetings end to end, attending where appropriate to build your own client exposure
- Support Spanish-speaking client communications, bridging language and cultural nuance
- Keep the CRM (Salesforce) accurate so the team can sell from clean, reliable data
- Handle ad-hoc client queries and build strong relationships across the firm
The role requires:
- Fluency in Spanish and English, written and spoken – essential
- Prior experience within fund management / asset management – essential
- Commercial drive and a real appetite for a career in sales
- Genuine interest in financial markets and what's moving them
- Strong organisation, prioritisation and attention to detail
- Willingness to study towards the Investment Management Certificate (IMC)
The offer:
A clear path into sales – mentoring, structured training and full IMC support – plus hybrid working and a strong package.
Sales Support Associate – Spanish Speaking employer: Ramsey Portia
As a leading global investment manager, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. The Sales Support Associate role offers a unique opportunity to engage directly with clients across Latin America and Iberia, supported by comprehensive training and mentorship to accelerate your career in sales. With a commitment to professional growth and a flexible hybrid working model, we provide an environment where ambition and learning are not just encouraged but celebrated.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Support Associate – Spanish Speaking
✨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 Sales Support Associate – Spanish Speaking
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.
