UK Wealth Sales Support Associate — Growth & Mentoring
UK Wealth Sales Support Associate — Growth & Mentoring

UK Wealth Sales Support Associate — Growth & Mentoring

Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Wealth Managers and Financial Advisers with pre and post-sales activities.
  • Company: Leading global investment manager with a focus on growth and mentoring.
  • Benefits: Competitive pay, career growth opportunities, and a supportive work environment.
  • Why this job: Kickstart your career in investment sales while building valuable relationships.
  • Qualifications: Sales experience, strong communication skills, and Microsoft Office proficiency.
  • Other info: Entry-level role with excellent potential for professional development.

The predicted salary is between 28800 - 43200 £ per year.

A leading global investment manager in the UK is seeking a Sales Support Associate to enhance relationships with Wealth Managers and Financial Advisers in the asset management unit. This entry-level role involves providing pre and post-sales support, assisting in client meetings, and maintaining CRM records.

Ideal candidates will have:

  • Sales experience
  • Strong communication and organizational skills
  • Proficiency in Microsoft Office

The position offers a competitive compensation package and opportunities for growth in investment sales and relationship management.

UK Wealth Sales Support Associate — Growth & Mentoring employer: SEI

As a leading global investment manager, we pride ourselves on fostering a dynamic work culture that prioritises employee growth and development. Our UK office offers a supportive environment where Sales Support Associates can thrive, with access to comprehensive training programmes and mentorship opportunities that pave the way for a rewarding career in investment sales and relationship management. Join us to be part of a collaborative team that values innovation and excellence, all while enjoying a competitive compensation package.
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Contact Detail:

SEI Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land UK Wealth Sales Support Associate — Growth & Mentoring

Tip Number 1

Network like a pro! Reach out to your connections in the finance world, especially those who work with Wealth Managers or Financial Advisers. A friendly chat can lead to valuable insights and even job referrals.

Tip Number 2

Prepare for interviews by practising common questions related to sales support and client management. We recommend role-playing with a friend to boost your confidence and refine your answers.

Tip Number 3

Showcase your organisational skills by creating a portfolio of your past sales experiences and achievements. This will help you stand out during interviews and demonstrate your ability to manage client relationships effectively.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!

We think you need these skills to ace UK Wealth Sales Support Associate — Growth & Mentoring

Sales Experience
Communication Skills
Organisational Skills
CRM Proficiency
Microsoft Office Proficiency
Client Relationship Management
Pre and Post-Sales Support
Meeting Assistance

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant sales experience and skills that match the job description. We want to see how your background aligns with the role of a Sales Support Associate, so don’t be shy about showcasing your strengths!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how you can contribute to enhancing relationships with Wealth Managers and Financial Advisers. Keep it engaging and personal – we love to see your personality!

Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors. We appreciate attention to detail!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be all set!

How to prepare for a job interview at SEI

Know Your Stuff

Before the interview, make sure you understand the basics of asset management and the role of a Sales Support Associate. Brush up on key terms and concepts related to wealth management, as this will show your enthusiasm and readiness to engage with Wealth Managers and Financial Advisers.

Showcase Your Communication Skills

Since strong communication is crucial for this role, prepare examples from your past experiences where you effectively communicated with clients or team members. Practise articulating your thoughts clearly and confidently, as this will help you stand out during the interview.

Demonstrate Organisational Prowess

Be ready to discuss how you manage your time and tasks. Share specific strategies or tools you use to stay organised, especially when juggling multiple responsibilities. This will highlight your ability to handle the pre and post-sales support efficiently.

Familiarise Yourself with CRM Systems

Since maintaining CRM records is part of the job, it’s beneficial to have a basic understanding of how CRM systems work. If you’ve used any in the past, be prepared to talk about your experience. If not, do a bit of research to show your willingness to learn and adapt.

UK Wealth Sales Support Associate — Growth & Mentoring
SEI
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  • UK Wealth Sales Support Associate — Growth & Mentoring

    Full-Time
    28800 - 43200 £ / year (est.)
  • S

    SEI

    50-100
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