Sales Support - Retail

  • £40,000 - £50,000
  • London, England, United Kingdom
  • Permanent, Full time
  • William Blake Consulting Ltd
  • 11 Mar 19

A leading global investment management organisation based in The City are currently looking to hire an ambitious Sales Executive into their Retail focused sales team.

Job Duties:

  • Contribute to sales activity by co-ordinating meetings, emails and client follow up. Be proactive in identifying sales opportunities and communicating these to the Investment Sales Managers.
  • Provide dedicated sales support to investment sales managers including maintaining an organised database of consolidated information, supporting material and records of sales activity.
  • Provide consolidated information obtained from category management, marketing, fund operations, client servicing and fund management areas to the sales team for use in the sales process.
  • Act as a conduit between the sales team and the above areas to ensure the demands of the sales effort are delivered satisfactorily.
  • Maintain high level knowledge of unit trust range and the investment philosophy and process.
  • Provide high quality support to intermediaries dealing with technical queries both pre and post sale by responding to all inbound client queries
  • Monitor the customer experience to ensure that customers are treated fairly in line with TCF policy and that customer feedback is passed to the relevant areas.

Skills Required


  • Previous Financial Services experience
  • Previous experience working with European Investment clients
  • Experience working with European Investments
  • A strong track record of working in a client service role
  • IMC qualified or studying towards qualification or equivalent