Sales Support Specialist Private Clients

London - UK

Monthly Salary: Not Disclosed

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

Rathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UKs most responsible wealth manager.

We see it as our responsibility to invest for everyones tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients make a wider contribution to society and create a lasting legacy. Thinking acting and investing responsibly.

Job Title: Sales Support Specialist Private Clients

Department: Distribution

Location: London

Contract Type: Permanent

Reporting to: Sales Support Manager

The Role

To work as part of the sales support team providing proactive support and sales enablement to the Private Client channel. The candidate will work closely with the key stakeholders of Rathbones including the business directors marketing operations and compliance teams to help achieve the sales targets and business objectives.

Outcomes of the Role

Work with the Private Client Business Development Directors to support the execution and review of the sales and distribution strategy

Provide reactive and proactive sales intelligence reports and MI in support of sales activity and pipeline management including management of the CRM (Salesforce)

Oversee the organisation of client events and sales meetings to ensure Business Development Directors are maximising time with clients

If required and as directed proactively follow-up sales activities

Work with key stakeholders to oversee/produce client reporting and collateral requirements including client presentation material

Act as the initial escalation point for client service and operational queries utilising internal stakeholder teams for query resolution

Maintain a high level of product knowledge and relevant market insight

Ensure service is timely output is of a high quality and risks and issues are mitigated through our service model

Work with the Proposal team to oversee new business proposals and due diligence requests

Identify and undertake research on given topics such as adviser data and competitor analysis

Provide support and expert assistance with systems and processes including Salesforce and Seismic.

Knowledge Skills and Experience

Understanding of the products and services Rathbones provide

Strong time management and prioritisation skills.

Ability to develop & maintain positive working relationships

Strong communicator

Systems competence demonstrates competence in using company systems including Salesforce.

Solid understanding of the regulatory environment in which we operate

Understanding of the competitive environment in which we operate

Experience working in a similar role in Financial Services/the wealth management industry

Relevant industry qualification

Life at Rathbones

We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.

We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values those that are passionate about client service operate with the highest levels of integrity and have a strong results focus.

Were a Level 1 Disability Confident employer under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.

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