Ramsey Portia
Fund Sales & Client Service Associate
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Sales & Client Service Associate
Location: London (hybrid – 3/2) Department: Investment Management
A leading global investment manager is hiring a Sales & Client Service Associate to join its client group. This role is tailored for someone already established in asset management, eager to step into a front-line sales career—commercially astute, ambitious, and eager to learn from industry leaders in fund distribution.
You'll collaborate directly with Sales Directors, embedded in active client relationships, driving the business forward. The role requires a mix of coordination support and sales focus, with the expectation that the right candidate can pivot quickly into a sales-driven role while already contributing from day one. Ideal applicants have industry experience and a clear ambition to grow in sales.
About the Role
- Hands-on involvement in client-facing activities
- Seamless transition from support to sales contribution
- Opportunity for rapid skill development in client servicing and fund sales
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Responsibilities
- Work closely alongside Sales Directors, supporting and learning the entire sales cycle
- Prepare key client documentation—presentations, mandate illustrations, business plans, and client profiles
- Coordinate end-to-end client meetings, including attendance where relevant to build direct client relations
- Maintain accurate Salesforce CRM records for reliable, actionable sales intelligence
- Produce monthly and quarterly client reports across internal/external systems
- Handle ad hoc client inquiries and foster cross-firm relationships
- Develop deep insights into the firm’s products, fund managers’ perspectives, and market positioning, translating them into strong commercial intelligence
Requirements
- Essential: prior experience in fund management/asset management
- Demonstrated commercial aptitude and passion for a sales career
- Genuine interest in financial markets, with familiarity in current drivers and trends
- Strong organisation, prioritisation, and time-management skills
- Sharp attention to detail in documentation and reporting
- Willingness to pursue the investment Management Certificate (IMC)
- Confident, proactive mindset with a solutions-oriented approach
- Excellent interpersonal skills, comfortable connecting with diverse stakeholders
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Benefits & Opportunities
- A clear, structured progression pathway into sales leadership
- Mentorship, leadership programmes, and ongoing training
- Full support to complete your IMC qualification
- Hybrid working model
- Inclusive, rewarding culture that encourages ambition with support
If this opportunity excites you, we’d love to hear from you.
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