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Descriptif du poste
Overall responsibility : Individual to provide centralised coordination of various functions to support the sales and relationship management objectives of the UK Asset Management business. Working with our existing and prospective clients, local (UK) and global consultants ensuring that their needs and any requests and any engagement follow ups are met in a timely and accurate manner. Additionally this individual will support in the central coordination of global consultant engagement.
Measures of success: Success in this role requires the ability to be proactive in supporting our business development activities, looking to assess and support our prospect and any cross sell opportunities. This requires the individual to maintain and update client CRM data, analyse opportunities for our clients and prospective clients, and oversee and coordinate the completion of information requests. At times there will be a requirement to collaborate with internal stakeholders to ensure we meet expectations, and to ensure that deadlines are met. Attention to detail is critical – the ability not only to pull data and materials from the various applications and sources available, but also to analyse the data and understand whether that data is accurate and makes sense. The individual will need to have the ability to work independently, in a fast-paced and team-oriented environment, where priorities can change, and where deadlines at times need to be met under significant time pressure. Finally, this individual should have a solid knowledge of investments, such that they are able to fully understand, and respond to, client enquiries and requests and work collaboratively with the local sales function and other internal stakeholders.
Principal responsibilities will include:
Qualifications: The successful candidate is likely to:
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