Support day-to-day business development and client service activities for ILAM’s institutional pension business, covering segregated pension funds and the ILAM Umbrella Fund. The role will focus on prospect follow-up, preparing tenders and proposals, maintaining pipeline records, and coordinating routine client requests.

ROLES AND RESPONSIBILITIES

Business Development

Prepare and compile tenders, RFP responses and business proposals using approved information and templates, for review before submission.
Maintain up-to-date tender documentation and track submission requirements and deadlines.
Update prospect databases, sales pipeline records and business development activity reports.
Support business acquisition through follow-up on existing prospects, arranging prospect meetings and sharing approved introductory materials.
Assist with preparing and following up on new client onboarding documentation.

Client Relationship Support

Follow up on outstanding client requests and coordinate with the Umbrella Fund’s service providers.
Support client relationship activities by coordinating sponsorship requests and assisting with client engagement initiatives.
Respond to routine client and intermediary enquiries, coordinate responses with relevant teams and escalate matters requiring further guidance.

Marketing and Events Support

Assist in updating pension product presentations and other marketing materials using approved content.
Support the coordination of institutional client events, sponsorship requests and client gifting activities, as required.

CORE TECHNICAL & BEHAVIOURAL COMPETENCIES

Practical business development skills, including prospecting and following up on opportunities.
Ability to compile tender documents and draft clear proposals and client correspondence.
Good organisational skills, attention to detail and ability to meet deadlines.
Good communication, interpersonal and client service skills.
Proficiency in Microsoft Word, Excel and PowerPoint.
Ability to work independently on assigned tasks, collaborate with colleagues and escalate issues appropriately.

ACADEMIC AND PROFESSIONAL EXPERIENCE

1–3 years’ experience in business development or sales support, with hands-on experience in following up business opportunities and coordinating client requests.
Practical experience preparing and compiling tenders, RFP responses or business proposals.
Experience in financial services, particularly pensions, asset management or insurance, is preferred.
Basic knowledge of pension products is an advantage.

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Associate 1 - Business Development

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Associate 1 - Business Development

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