Are you looking to develop a successful career in Investment Management? I have an excellent opportunity for you!
My client is a leading global investment management and research firm with more than $500 billion in assets under management and a presence in 22 countries. They serve clients ranging from institutions to individuals and private clients, offering independent research, portfolio strategy and tailored brokerage-related services.
The European division is comprised of client/distributor-focused Advisors & Associates as well as consultant-focused and marketing professionals dedicated to building and servicing their client base in Europe. Within the division, Client Relations Associates work in a team environment, comprised of Advisors, Associates and Assistants, to support client service and prospecting efforts for the region.
The purpose of this role is to support the Client Relations Advisors in servicing clients in the Benelux region as well as supporting business development efforts with clients and prospects.
The successful candidate will be a motivated self-starter, eager to learn about the global asset management business and capable of working in a fast paced environment. Candidates must be detail-oriented and possess strong analytical, communication, and organisational skills.
Associates are responsible for handling all client, consultant and prospect requests specific to the relationships to which they are assigned. This includes, but is not limited to:
-acting as first point of contact for all client inquiries and collaborating with colleagues in other departments to successfully resolve them (including product/performance/market related queries; operational issues; legal amendments; billing queries)
-partnering with an Institutional Advisor to ensure strong client relationships built on trust as well as helping to build advocacy with prospects
-coordinating and overseeing client service and prospecting materials such as presentations for meetings, RFPs, ad hoc reports and general correspondence
-overseeing the new account take-on process including coordination of legal, portfolio management and operational items with the relevant internal departments
-facilitating contributions to and withdrawals from client portfolios
-Maintaining client files and CRM system/databases (Salesforce)
Skills / experience required:
-Undergraduate university degree. Financial/Economics background is desirable
-3-5 years prior work experience preferred, ideally within client relations and/or client servicing/account transitioning team within asset management
-Must be a team player and work well with Advisors, Associates and other members of the client group
-have an interest in the financial industry and be bright, energetic with a can-do attitude
-Strong time management and organisation skills with the ability to handle multiple tasks, work under pressure and prioritise in order to meet deadlines
-Motivated, dynamic self-starter, willing to take ownership of work and ability to handle assignments and projects with minimal direction
-Good communication skills (verbal and written) and a supportive, persuasive telephone manner with clients
-Strong analytical and numerical skills, detail-orientation
-Ability to interact with senior management and to handle confidential information
-Proficient in Microsoft Word, Excel and PowerPoint
-Hold IMC Certificate or complete within 12 months after joining
-Full business English proficiency is a must, Dutch highly desired. Other languages that will be taken into account are German and any Scandinavian language
If your experience and skills match the above then click "Apply" or call/e-mail Ben Sanchez for more information: email@example.com / 0207 029 3799.
Thank you for applying to Euro London Appointments, the UK's largest independent language consultancy. We aim to respond as promptly as possible to your application, however, due to the high level of CVs we receive, we are only able to respond to applicants whose profile matches our Clients requirements. To enquire about other vacancies please visit our website at www.eurolondon.com