Global Institutional, Insurance Sales Support Associate, Based in London

Responsibilities

• Understand current and new client relationships, their asset allocation preferences and assist the sales team with upcoming trends and investment behaviours through market research via industry databases.
• Support sales leads with meeting preparation for external clients (collating background information on previous meetings and prospect/client information);
• Oversee the coordination of key meetings / events with clients and prospects, attending relevant meetings
• Support client requests and manage client communications efforts, where necessary
• Coordinate the Request for Proposal process, working with investment affiliates to cover breadth of investment products and solutions;
• Maintain and improve client / internal information in CRM tool (Salesforce) and across various databases and systems;
• Proactively identify new business opportunities and stay abreast of incumbent manager searches;
• Develop strong internal relationships with portfolio managers, product specialists and other teams globally to enhance delivery of our services to clients;
• Assist with the preparation of business planning and strategy materials to communicate our EMEA insurance distribution plan internally;
• Create and maintain prospect information instrumental to the success of the team
• Standard reporting and data management across the business channels and management;
• Work closely with the marketing team on client events and social media, and new product initiatives
• Pro-actively suggest improvements to processes and systems
• Qualifications, Skills and Competencies
• Familiarity with key regulatory, capital and accounting regimes impacting insurers operating in the UK and Continental European market.
• Excellent communicator (written and verbal) with strong interpersonal skills
• Strong skills in MS Office product suite (Excel, Word, and PowerPoint) required
• Professional and industrious attitude, possessing energy and confidence to complete projects with limited supervision
• Ability to work independently and in a team-based environment
• Take initiative and develop solutions for solving problems
• Interact and communicate confidently and effectively with all levels of management, including executive management of the firm, as well as external clients
• Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail
• Utilize qualitative and quantitative tools to analyse, synthesize and interpret information, and communicate it clearly and succinctly
• Coordinate various data and information into effective messaging that resonates with internal and external clients
• Possess a partnership mind-set and engage with teams across the firm
• Self-motivated, team player with strong work ethic
• Ability to build relationships across global teams
• Asset management background preferred
• This role does not require a regulated designation.
• Related Skills
• Business Development, Client Relationship Management, Collaboration, Drives for Results, Executive Presence, Influence, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Practice Management Strategy, Sales
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• Company Overview
• Our Culture of Impact

Benefits

Additional Information

Overview of the Role Following the continued growth of our EMEA insurance business, we are looking for a motivated Sales Associate to join and support the team. This is an excellent opportunity to be part of a collaborative, high-performing environment where you will play a meaningful role in driving sales and delivering an exceptional client experience. The successful candidate will focus on supporting existing and new client relationships with insurance clients across the EMEA market, while also contributing to broader global client relationships where relevant.

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