Client Services and Sales Support

hace 2 semanas

Madrid, Madrid, España M&G plc A tiempo completo
At M&G our purpose is to help people manage and grow their savings and investments, responsibly.

As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities.

To help us achieve our vision we're looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliver results and keep it simple.


We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.


Key Responsibilities for this role:

  • Continuous communication with sales directors to understand and ensure the clients' needs are met
  • Manage regular schedules of updates to clients on the core funds, from bespoke pieces through to standardising monthly updates
  • Occasional hosting of client meetings in (virtual / facetoface)
  • Manage follow ups to events that we host or present at with a view to gaining feedback or potential business leads for the team to convert
  • Production of MI for the team and wider business to use on account holdings and trade analysis
  • Production of invitations to clients and assistance with curation and delivery of client events
  • Ad hoc support for Sales Managers responding to short notice requests for fund information, commentary and client information
  • Manage own panel of clients, as agreed with Sales Managers in line with agreed business plan.
  • Attend conferences and proactively communicate and meet with existing and prospective clients
  • To work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customers outcomes and a reduction in M&G's operational risk.

Key Knowledge, Skills & Experience:

  • Asset Management experience and strong investment knowledge
  • Ability to understand and articulate complex investment messages in a digestible form and strong presentation skills as well as experience of presenting to larger audiences
  • Experience of sales and servicing of clients within the Asset Management industry
  • Proficiency in Microsoft PowerPoint and Excel
  • Additional broader skills for example, administration, operations, client facing and telephone skills.


We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent.

Regardless of gender, ethnicity, age, sexual orientation, nationality or disability we are looking to attract, promote and retain exceptional people.

We also welcome those who take part in military service and those returning from career breaks.

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