Sales Associate - Investment Solution Growth

Responsibilities

• Prepare and maintain sales collateral, presentations, and proposals tailored to client needs across various asset classes.
• Provide pipeline support by assisting with CRM updates, tracking leads, and monitoring progress against sales targets.
• Build and maintain Power BI dashboards and reports to provide actionable insights into sales performance.
• Support senior colleagues in marketing efforts and collaborate with compliance teams to ensure all materials meet regulatory standards.
• Assist with responses to RFPs, pitches, and due diligence processes for investment solutions.

Requirements

• Degree level education in any discipline.
• Demonstrated interest in investments and a desire to deepen financial knowledge.
• Strong communication skills and the ability to build professional networks.
• Highly organized and detail-oriented with a commitment to accuracy.
• Proficiency in MS Office, particularly Excel and PowerPoint.
• Ability to work in a collaborative, hybrid environment.

Preferred Qualifications

• Previous experience in investment management, marketing content production, or client service.
• Experience using Microsoft Dynamics CRM for managing sales data.
• Proficiency in Power BI for creating data dashboards.
• Interest in utilizing AI tools (e.g., CoPilot) to improve workflow efficiency.

Benefits

• 25 days of annual leave plus an extra WTW day.
• Comprehensive health and wellbeing package including private healthcare and life insurance.
• Defined contribution pension scheme with company matched contributions up to 10%.
• Hybrid working options and a fully paid volunteer day.
• Access to additional perks such as electric vehicle schemes, cycle-to-work programs, and dental/optical cover.

About the Company

WTW is a leading global advisory firm that helps clients manage risk and optimize outcomes. The Solutions team provides expertise in investment funds and strategies, helping institutional clients—including pension funds, endowments, and private wealth platforms—meet their strategic investment goals across listed and private markets.