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Sales Support Analyst für den Standort London
Description
Responsibilities: Preparing standard and/or customised client presentation materials, briefing books and collateral materials, as well as meeting notes required for external meetings Ensuring the timely delivery of accurate monthly, quarterly and annual reporting, as well as responding to ad-hoc requests Participating in in-house client meetings, and on conference calls, as appropriate Conducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, compliance issues, legal contracts and fees Acting as a point of contact for various groups within client organisations Overseeing account opening, transition management, account restructuring and account closing processes Coordinating key client communications Supporting Business Development Managers in the organisation of client roadshows Capturing and maintaining client data in relevant internal systems Qualifying and coordinating Requests for Information/Due Diligence Questionnaires (RFIs) and Requests for Proposals (RFPs), and working with internal teams to ensure that each one receives the proper response Requirements: Have 3-5 years of relevant client service experience, gained within the Investment Management industry. Experience of working with Global Wealth Management / Private Bank clients is required Demonstrate a solid understanding of capital markets and/or investment products Have a strong academic background, including an undergraduate degree. Progress towards a relevant professional qualification (e.g CFA or equivalent) would be viewed favourably Be self-motivated, creative and enthusiastic Be a natural collaborator who can work well in a small team Languages: Excellent verbal and written English language skills and fluency in Italian is required.
Job Details
Job Ref: 219874592
Start Date: Mon, 29 May 2017 23:00:00 EST
Hours: Not Specified
Location: London, United Kingdom
Working Term: Permanent
Salary: GBP GBP - Annual Annual