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Sales & Relationship Intern

Support UK sales team in preparing client meeting materials and follow-up
London
Internship
6 days ago

Sales & Relationship Intern

As the Sales Associate Intern you will: Assist supporting the UK sales team members with business development needs including:

  • Help with incoming client or prospect requests efficiently and effectively.
  • Liaising with subject matter experts across the firm to help the sales team, client or prospect needs and requests.
  • Work with sales team members in preparation of materials & background information ahead of client & prospect meetings.
  • Co-ordinating the distribution of important information on strategies across the team.
  • Work closely with the sales team & learn how to use in our CRM system (Salesforce), help with adding meeting notes, adding contacts and keeping account details up to date.
  • Help maintain contact and business/pipeline opportunities in the firm's CRM system and assist with the maintenance of database information across various systems.
  • Conduct competitor analysis to support the sales effort.
  • Conduct research on prospect firms to help with the overall sales effort in target markets.
  • Learn how to use Morningstar to pull performance reports and competitor analysis.

Skills, Knowledge and Expertise:

  • Graduate level
  • Superior written and oral communication skills
  • Exhibit excellent client service skills, highly organized and detail oriented
  • Ability to work in a high-frequency, deadline-driven environment
  • Ability to work independently and proactively on requests
  • Strong experience with MS Word, PowerPoint, Excel
  • Ambition to study towards Investment Management Certificate.

About Brown Advisory:

GAIN is a community of investors, with charitable status, set to change the staggering lack of gender diversity in investment management, from the ground up. Our purpose is to inform and inspire. We inform young women with online resources, bringing helpful information on careers in investment to their fingertips. We inspire young women with a strong network of female role models, who speak in high schools and universities around the UK and feature on our online channels, delivering compelling and high-impact messages on the many benefits of investing as a career.

Our Hiring Process:

  • Stage 1: Interview

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Sales & Relationship Intern
London
Sales
About GAIN