INSTITUTIONAL CLIENT RELATIONS ASSOCIATE

Recruiter
Federated Investors, Inc.
Location
London
Salary
50000.0000
Posted
04 Feb 2017
Closes
04 Mar 2017
Contract Type
Permanent
Hours
Full Time

Federated Investors (UK) LLP (Fed UK) has an opportunity for an experienced investment management sales professional. The London-based position will cover UK based institutional clients in various sectors, including but not limited to Public Sector, Insurance, Wealth Management, Corporate and Education.

CAREER OPPORTUNITY #: 7158

POSITION TITLE: INSTITUTIONAL CLIENT RELATIONS ASSOCIATE

DEPARTMENT: FED UK

POSITION SPECIFICATIONS:

  • A level’s required; Bachelor degree preferred
  • FCA registration (CF30) preferred or must be prepared to obtain appropriate qualifications within 6 months
  • Two years’ sales/sales support/operations experience in financial services industry required
  • Understanding of securities markets, economic factors and mutual (UCITS) funds gained through work experience in a financial services firm preferred
  • Exceptional interpersonal and communication skills

MAJOR DUTIES:

  • Support existing initiatives of the institutional client relations team
  • Conduct systematic sales calls via face-to-face and outbound telephone with current and prospective clients to solicit business, identify needs, explain Federated’s investment processes and generate interest in the firm’s products
  • Present to groups of clients and prospects
  • Make proactive calls focusing on all levels of sales (new sales, asset retention and business development, cross selling)
  • Develop and strengthen long-term relationships
  • Assist and implement a business plan and sales strategy for assigned territories
  • Assist and implement a marketing program to increase sales
  • Respond to inquiries about the firm’s investment strategies, investment process, performance returns, portfolio transactions for individual separately managed account programs, UCITS.
  • Build a comprehensive knowledge of the client base, investment products, marketing campaigns and information about Federated’s key competitors

HOURS/LOCATION:

  • 9:00 a.m. - 6:00 p.m. Monday - Friday, additional hours as required
  • 50% travel
  • Federated Investors (UK) LLP
  • Nuffield House, 41-46 Piccadilly, London W1J 0DS

Federated Investors, Inc. offers a competitive salary and benefits package along with a professional environment.

Only those candidates in whom we have an interest will be contacted.

EOE