Sales and Client Relationship Associate

New Today

Job Description

To apply please send a CV and cover letter explaining why you think you’re perfect for this role and Tribe to jobs@tribeimpactcapital.com    


About Tribe

Tribe is a values-led, award-winning wealth manager on a mission to redefine what it means to invest well.

Since 2016, we’ve been building a different kind of wealth management firm. One that brings performance and impact together to create meaningful value. One that considers every investment through two lenses: the potential monetary returns it may deliver, as well as its social, economic and environmental outcomes. We call this our ‘twin-lens’.


As a fast-growing, purpose-driven business, we’re proud to support a diverse and deeply engaged client community. Our clients want to use their wealth to do more: to put it to work in a way that will help bring about prosperity for people and planet, whilst also generating a financial return.


We’re a certified B Corporation and signatories to the UN Principles for Responsible Investment and the Women in Finance Charter. We identify the businesses we invest in by using the UN Sustainable Development Goals (SDGs). These are the ‘north star’ of our investment approach; they’re integral to how we understand our clients’ values, as well as the investments we choose, and how we report on them.

We embrace innovation over status quo. We find fresh perspectives by sharing our knowledge, skills and expertise. And we’re united by a shared belief in the power of capital to create positive change.


If you’re excited by the idea of joining a collaborative, forward-thinking team of investment, impact, and client specialists — and helping to drive meaningful change in the industry — we’d love to hear from you.  


About the role

This is an exciting opportunity to join Tribe at a pivotal stage of growth, as we expand our Adviser Team and launch a new range of SDR-labelled Multi-Asset Funds for the IFA market (subject to regulatory approval).


The role is designed to give you broad exposure across distribution, marketing, and client management, with clear scope to grow into a Sales & Client Relationship Manager position. You’ll work directly with advisers, investment professionals, and platforms, gaining hands-on experience in how sustainable investment solutions are brought to market.


We’re looking for someone who:


Commercial and Growth

  • Has experience in sales, client service, or relationship management within asset management
  • Is comfortable on the phone – enjoys making calls, following up with advisers, and building rapport
  • Can support sales team with pipeline management, presentations, marketing campaigns, webinars and due diligence requests
  • Brings creativity to adviser engagement, helping shape marketing campaigns and collateral
  • Is commercially minded, spotting opportunities and helping drive new business


Collaboration and Teamwork

  • A self-starter who thrives in a fast-paced, entrepreneurial environment
  • Works well across teams – from marketing to investment – managing deliverables and deadlines
  • Brings energy and positivity, with the resilience to handle setbacks and keep moving forward
  • Keen to learn from senior colleagues and grow into a future senior sales role


Knowledge and Expertise

  • Strong Excel and PowerPoint skills, able to prepare polished outputs for advisers and internal use
  • Interest in sustainability and impact investing, with a passion for Tribe’s mission as a B Corp
  • Curious about the IFA market and eager to develop deeper expertise in how advisers operate
  • Comfortable presenting, whether in-person or virtually, to advisers and clients
  • Salesforce experience is a plus


Location:
London
Job Type:
FullTime
Category:
Business

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