Sales Support, Graduate

JR United Kingdom; London; On-site; GBP 35,000; Full time

Job summary

A leading financial services firm is seeking a motivated graduate to join their London Wholesale Sales team. This role offers a unique opportunity to develop core skills in asset management, providing sales support and client servicing activities. You'll work closely with experienced professionals, gain hands-on experience, and contribute to the firm's success while enjoying a competitive salary and generous holiday entitlement.

Benefits

26 days of holiday entitlement

Day off on your birthday

Bank Holidays

Qualifications

• Degree educated or equivalent combination of education and experience.
• Experience with Salesforce/Client Relationship Management systems.
• Strong skills in both Excel and PowerPoint.

Responsibilities

• Assist the Sales team in building and maintaining relationships with clients.
• Manage monthly, quarterly, and ad-hoc reporting requirements for clients.
• Provide client service support by distributing factsheets and presentations.

Skills

Analytical skills

Attention to detail

Communication skills

Proactive attitude

Education

Degree or equivalent combination of education and experience

Professional qualifications (IMC or similar preferable)

Tools

Salesforce

Excel

PowerPoint

Job description

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Our multi-affiliate approach connects you to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers, we deliver a diverse range of solutions across asset classes, styles, and vehicles. We’re dedicated to advancing sustainable finance and developing innovative ESG products. We consult and partner with our clients, and continually evaluate markets and assumptions to ensure their strategy delivers on long-term goals.

At Natixis Investment Managers, we continuously work to create an environment that promotes diversity and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We are committed to finding reasonable adjustments for candidates during our recruitment process. Please let us know if there are any changes we could make to the application process to make it easier and more comfortable for you at [emailprotected] .

What are we looking for?

We are seeking a motivated and passionate individual who is looking to launch their career within financial services. You'll develop a range of core skills and acquire fundamental knowledge in the Asset Management industry. If you have a positive attitude and a willingness to learn, this is the role for you.

Who will I be working with?

Providing Sales Support to the London Wholesale & GFI team, working predominantly with the Head of London Wholesale Sales, you will be covering all aspects of sales and client servicing activities across this client set. You will have the opportunity to work closely with all the team members and gain insights on the wider core functions of our firm.

What will I be doing?

• Help to enhance and develop all aspects of the teams operating model, leveraging the resources available (technology, Natixis internal partners and appropriate 3rd party services) to help the London Wholesale Sales Team achieve their key objectives and KPIs.
• CRM Champion and expert; Create sales reports & dashboards in CRM to monitor sales per account v target, maintain sales activity and contact data on CRM.
• Assist the Sales team in building and maintaining relationships’ with clients, sales colleagues globally and Natixis IM affiliates
• Assist with co-ordination of client communication strategy including; reporting and commentary requirements and updates to send to existing clients and prospects.
• Assist with salesperson meeting preparation.
• Provide client service support by distributing factsheets, presentations, Requests for Information etc. to clients
• Work with internal teams to organize roadshows, conference calls and the provision of appropriate support materials
• Leading on the organisation of bespoke client events alongside the London Wholesale Team

Client Servicing / Operations

• Manage the monthly, quarterly, and ad-hoc reporting requirements for certain clients, including bespoke reports and updates of operational fund template data
• Liaise with internal support teams on queries (Finance, Legal, Compliance, Marketing, Product, and the respective Reporting teams) and co-ordinate responses to clients
• Work closely with the GlobalConnect team in Paris to keep up-to-date with latest Salesforce developments and tools.

What skills and qualifications are required for the role?

• Degree educated or equivalent combination of education and experience. Professional qualifications (IMC or similar preferable but not essential)
• Numerate and analytical with strong attention to detail
• Experience with Salesforce/ Client Relationship Management systems
• Strong skills in both Excel and PowerPoint
• Ability to work independently and demonstrate ownership of tasks
• Strong written and communication skills

This role is for you if you are a proactive, driven individual with a strong work ethic and a desire to make a positive impact. We invite you to apply for this Graduate opportunity to gain hands-on experience and contribute to our firm’s success.

Other Information

Start-Date: July 2025

18-20 months

£35,000 per annum

26 days of holiday entitlement (plus a day off on your birthday, plus Bank Holidays)