UK Wholesale Growth & Client Engagement Associate

Franklin Templeton; Greater London; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading asset management firm in Greater London seeks an experienced individual for a client support role. Responsibilities include supporting Business Development Directors, managing sales data, and preparing client meeting materials. The ideal candidate has 1-3 years of experience in sales support, strong communication skills, and familiarity with asset management. This position offers a collaborative environment, opportunities for growth, and a focus on employee well-being.

Benefits

Employee well-being support

Flexible working arrangements

Learning opportunities

Qualifications

• 1-3 years’ experience working in client-facing/sales support roles.
• Experience in asset management is preferred.

Responsibilities

• Support Business Development Directors and wholesale clients.
• Prepare materials for client meetings.
• Manage sales and client data in Microsoft Dynamics.
• Collaborate with teams to complete proposals.
• Track client news and adjust engagement plans.

Skills

Proactive

Clear and confident communication

Strong interpersonal skills

Flexible and client-focused approach

Independent decision-making

Education

University degree preferred

Investment Management Certificate (IMC)

Tools

Outlook

Excel

PowerPoint

Word

Job description

A leading asset management firm in Greater London seeks an experienced individual for a client support role. Responsibilities include supporting Business Development Directors, managing sales data, and preparing client meeting materials. The ideal candidate has 1-3 years of experience in sales support, strong communication skills, and familiarity with asset management. This position offers a collaborative environment, opportunities for growth, and a focus on employee well-being.