Sales Support - Multi Asset - £Exc + bens + bonus - Ref: AB14643

Our client, a highly regarded mid-size Asset Manager is looking to add to their Multi Asset Distribution team. The primary focus of the role is to support the sales activity across Managed Portfolio Solutions, Multi Asset Funds and Sustainable Future Managed Funds, as well as Single Strategy funds and deliver excellent client service for existing and new clients.

Roles & Responsibilities

  • Work with Regional Sales Managers to prospect and develop target accounts.

  • Maintain high levels of contact with advisers, via telephone, fact find and understand their business needs.

  • Plan and implement bespoke campaigns and sales/marketing initiatives to fully maximise new business opportunities.

  • Work with Multi Asset Events Co-ordinator & Business Intelligence Manager on events preparation, target clients and delivering sales campaigns.

  • Support and deliver competitor analysis.

  • Attend Roadshows and Multi Asset and Managed Portfolio Service events.

  • Work closely with Line Manager to support the broader client bank, which will include National firms, Wealth Managers/DFM and single strategy buyers.

  • Build and maintain effective relationships with internal stakeholders, will include Marketing, Risk, Fund Managers, Multi Asset Support and the wider distribution team.

Experience & Qualifications

  • Knowledge of the intermediary sales process.

  • A thorough understanding of Salesforce.

  • A good understanding of the competitor marketplace.

  • Knowledge of products offered by the firm.

  • Ideally proven sales track record, specifically within Asset Management/Financial Services.

  • A self-starter with strong communication and presentation skills coupled with the ability to work independently and engage effectively with clients at all levels.

  • Good understanding of compliance procedures.

  • Microsoft Word, Excel and PowerPoint

To hear more about this exciting opportunity, please contact Alex Brown on 020 7847 8878 or email your CV to

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.