**UPCOMING ROLE** Asset Management International Ltd | Institutional Sales | Sales Manager (Scandinavia) recruitment
Responsibilities
• In conjunction with the Director of Institutional Sales, set a business plan for sales
• Identify and cultivate prospects and clients
• Prepare relevant marketing material working with AMI London
• Preparing new business presentations
• Attending prospect meetings
• Attending the relevant sales conferences
• Close new business deals working with product specialists/fund managers as appropriate
• Take responsibility for agreed revenue and cost budget
• Gain familiarity of the appropriate investment products
• Assist in client service responsibilities
General Management Responsibilities
General
• Provide accurate and appropriate management information to Senior Management.
• Comply with all corporate policies relevant to the functions managed including Health and Safety Policy.
Financial
• Manage any delegated budget in a manner that will best serve LOB’s best interests and provide the Finance Department with monthly tracking and projection information.
Compliance
• Be aware of current regulatory and legal obligations of the function managed.
• Report any suspected breaches to the Compliance or Legal departments, as appropriate, immediately on discovery.
Risk Management
• Monitor, document and report business risks and internal controls of the function managed, alerting Senior Management immediately of any significant changes.
Business Continuity
• Maintain and test a current and effective continuity plan to ensure an appropriate response to any disruption to systems, information services, communications and office facilities
Person Specification
Core Competencies:
• Adaptability
• Communication
• Customer Orientation
• Interpersonal Skills
• Judgment
• Managing Risk
People Management Competencies:
• Attracting Retaining Organisational Talent
• Developing Coaching Others
• Managing for Results
Job Specific Competencies
• Establishing solid client relationships
• Building and leveraging internal relationships
• Client knowledge and understanding
• Solving problems and creating solutions
• Executing the sales process
• Demonstrating our shared values with clients and co-workers
• Apply AMI standards of ‘Treating Customers Fairly’ in all client dealings
• Technical Skills, Knowledge, Systems Knowledge (and associated skill level)
• Thorough knowledge of BNY Mellon’s asset management products
• Knowledge of asset management industry
• Previous Asset Management Sales Experience within the Nordic Region
• Fluency in written and spoken language capability in one or more of the Nordic languages
Academic/Professional Qualifications (or equivalent qualifiers)
• Investment Management Certificate