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Jobs(26,676)/Associate Role(597)/wisdomtree-2 (4) - Wisdomtree UK - Investment Partnerships Associate
wisdomtree-2

wisdomtree-2 - Wisdomtree UK - Investment Partnerships Associate

London3w ago
In OfficeJuniorEMEAAsset ManagementAssociateJunior AnalystExcelCold CallingMBA

Requirements

• At least two to three years’ experience in a sales team, including cold calling experience. • Experience in investment management or asset management industry. • Exceptional written and verbal communication skills. • Strong analytical skills with a high attention to detail and accuracy. • Proficiency in Microsoft Excel and Office tools. • Passion for providing outstanding client service and developing long-standing professional relationships. • Strong organisational skills with the ability to manage multiple priorities and workstreams simultaneously. • Proactive, curious, and motivated to learn, the preferred candidate will have the ability to work independently in a fast-paced sales environment. • The candidate will be supported in their study and completion of the Investment Management Certificate. • Experience in Model Portfolio Services (MPS), multi-asset solutions, or a discretionary investment sales team. • Strong understanding of the UK financial adviser and intermediary market.

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