INSTITUTIONAL CLIENT RELATIONS ASSOCIATE
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
- 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
- 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
- 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.