Institutional Sales & Marketing Specialist
About the Client
Leading Global Asset Management Organisation
About the Role
Prospecting and Marketing Support
- Provision of standard marketing and communications collateral / materials
- Compliance sign-off for institutional generic marketing materials
- Work with the RFP/RFI team to ensure the relevance and quality of responses
- Work with senior members of the Business to evolve Institutional Product development and management framework
New Business Opportunities
- Pre-qualification and management of New Business Opportunity (product feasibility, fees, internal resources)
- Provision of Marketing Materials, Background Information
- Co-ordinating support from internal stakeholders (in Europe, Japan, Asia, US)
- If appointed, oversee Due Diligence of Client, completion of Client Profile form and Transfer to Business Services and/or Transition Team
Client Relationship Support
- Co-ordinating contribution from internal departments relating to any client queries and issues
- Preparation of Performance Review Materials
- Provide non-standard client reporting (regular and ad-hoc)
- Provide sign-off for standard client reporting
- Manage and sign-off due diligence requests
- Oversee completion of Side Letter Request forms (changes to mandate)
- Where appropriate, attend teleconferences or client review meetings
What We’re Looking For
- Relevant industry knowledge working for a Asset Management organisation
- Good understanding of the operational, administrative and reporting aspects of the Institutional business.
- Proven ability to work in a business role where gathering and researching information and compiling presentations and reports is key to the role
- Ability to work autonomously and on own initiative
- Ability to work effectively in a team environment (sharing projects)
- Ability to interact with people at all levels; internal, external and cross-border
- Strong technical financial knowledge
Desirable skills
- IMC qualified or with an active interest in achieving the qualification
- Fluent language skills (written/oral) would be an advantage
- Familiarity with industry databases and systems
About the Offer
Up to 70,000 + Bonus + Benefits - To apply, please email outlining your current package details.
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