Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
As a Sales Support you will provide support to the Client Advisors in the preparation of client meetings, deliver a high-end service to clients through diligent and accurate responses to their queries and coordinate answers to Request For Proposal (RFP) with our London-based team.
Responsibilities:
- Provide support to the Client Advisors in the preparation of client meetings (presentations, product factsheets, etc.) and follow up subsequent client queries (additional information, additional servicing)
- Deliver a high-end service to clients through diligent and accurate responses to their queries e.g. requests for reporting, presentations or product management commentaries
- Coordinate answers to Request For Proposal (RFP) with our London-based team
- Monitor operational and financial indicators of the activity of the team
- Contribute to the maintenance and enhancement of the client database tool
- Support the Client Advisors in the search for information about the market, products, competitors and client news
- Client activity monitoring from account opening to dealing follow-up
- Support Client Advisors to create Sales Due Diligence Questionnaires for new clients and refresh SDDQs for the periodic KYC/AML refresh
- Contribute to the distribution agreement negotiation process and monitor the good implementation of agreed conditions (via internal tools)
- Partner with marketing team on new product and insights campaigns
Required Qualifications, Capabilities and Skills:
- Master II degree in Finance
- Advanced knowledge in Excel, VBA, and others
- Excellent written and verbal communication skills in French & English
- Some experience within the financial industry, preferably in Asset Management
- Ability to prioritize, multi-task and manage competing demands from multiple stakeholders.
- Track record of collaboration and partnership across multiple internal teams
Preferred Qualifications, Capabilities and Skills:
- CFA certification or equivalent
- Knowledge in client on-boarding & operational processes