This role is an ideal opportunity to break into the Investment Management industry and gain a full understanding of a sales department
Job Summary
This role is an ideal opportunity to break into the Investment Management industry and gain a full understanding of a sales department.
In return you will receive best in class on the job training across multiple skills and disciplines and be able to collaborate and contribute to a team-based and inclusive environment.
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
Matching Summary
This role is an ideal opportunity to break into the Investment Management industry and gain a full understanding of a sales department.
Skills & Requirements
Must-have
Task-oriented with attention to detail
Basic client material preparation
Client record keeping and administration
Client and prospect pipeline maintenance
Respond to client queries
Nice-to-have
Intellectual curiosity and aptitude
Professionalism and effective communication
Problem-solving mindset and positive attitude
Initiative, accountability, and focus on quality
Curiosity, self-awareness, and maturity
Key Requirements
Must hold CFA's IMC certificate or local equivalent