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    Sales Associate - London, United Kingdom - Mayford James

    Default job background
    Full time
    Description

    As a Sales Associate you will:

    • Own account plans for relevant firms, aiming for excellence in knowledge of client portfolios and their investment needs
    • Prepare pitch books, meeting briefings and meeting follow ups
    • Coordinate and prepare RFP and due diligence requests
    • Assist, develop and distribute targeted marketing materials and thought leadership pieces to our institutional clients
    • Be an integral part of the sales process, operating as a team across the institutional business

    You should consider applying if you have:

    • Relevant experience in either sales, consultant relations or portfolio specialist role
    • IMC or CFA (MiFID II)
    • An understanding of the UK Institutional landscape consulting landscape, their investment views, structure, and decision-making processes
    • Experience using Salesforce

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