Analyst, Institutional Sales Support

Assist and support the institutional relations team with all sales activity, including conducting prospect research, lead generation, maintenance of CRM and pipeline data, production of presentations, updating consultant requests and attending external events. Contribute to a successful, well structured, and efficient sales team.

Key responsibilities include:

• Assist and support the institutional relations team with preparation and follow up on prospect meetings           

• Ensure Microsoft Dynamics is kept up to date with all prospect information and interactions, and maintain pipeline updates

• Support the creation of presentations, RFPs and sales materials

• Gather market intelligence and competitor insights

• Coordinate delegate lists, event follow-ups and lead tracking to ensure the timely distribution of marketing materials

• Support consultant relations activity including preparation for research meetings and populating data requests

• Management of projects, internal training coordination and process improvement initiatives as the team requires

• Develop strong knowledge of investment management, specifically fiduciary management, and the UK DB pensions landscape

Your Talents

Commercial, service-minded and proactive. This is how we would best describe you in the position of Institutional Sales Support. You’ll use these talents to guide our clients and prospects in a constantly changing world.

Skills and experience would ideally include:

• Experience within financial services

• An understanding of financial products, investments and pensions

• Excellent written and verbal communication skills

• Competence in Excel, Word, PowerPoint and CRM systems          

• Strong organisational skills and attention to detail, with the ability to manage multiple tasks and deadlines

• Comfortable using AI-powered tools to support your tasks

Move ahead at Van Lanschot Kempen

Investing in a more future-oriented, sustainable, and data-driven way with various clients. Both nationally and internationally. With nearly 300 years of experience, we make this ambition a reality at Van Lanschot Kempen. We do this with some 2,300 colleagues in various fields of expertise.

You will work closely with the sales team, Client Directors, pre-sales, marketing and head office in Amsterdam. The team focuses on building and maintaining strong client and prospect relationships to drive business growth across the UK.

An organisation's degree of innovation and agility also depends on the diversity of its workforce. Our differences make us stronger together. We promote an inclusive work environment where all colleagues feel at home. With us, you can be yourself. And we are proud of that.

Curious about the stories of colleagues and how they experience working at Van Lanschot Kempen? Go to People & Projects and find out more! Or listen to our Podcast series to hear what our colleagues have to say.