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Senior Sales & Relationship Executive
Posted 2 days 1 hour ago by Mason Blake
Our client is a growing, global investment management company, who are looking to recruit a new Senior Sales & Relationship Executive to join their Business Development & Relationship Management Group on the institutional side of the business.
The Senior Sales & Relationship Executive will take responsibility for the following duties:
- Engage in client, consultant and prospect meetings
- Conduct analysis, initiating investigations and responding to internal and external inquiries on a variety of topics (e.g. portfolio and product specific information, investment guidelines, market trends, regulation consideration and fees)
- Be the point of contact for various stakeholders
- Coordinating key client communications
- Assisting Relationship and Business Development Managers in the organization of client roadshows and client review meetings
- Coordinating RFPs & RFIs
- Develop an understanding of the company's investment approaches
The Senior Sales & Relationship Executive will meet the following skillset:
- 2+ years experience within the Investment Management industry
- Have an interest and understanding towards capital markets and investment products
- Excellent written and communication skills
- Self-motivated, creative and enthusiastic
- Be able to collaborate and work within a small team
- Desire to / studying towards the CFA qualification
If you believe your experience meets the criteria, please apply with a copy of your CV.
Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.
Mason Blake
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