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.
The individual we are looking for will need to demonstrate an ability to be task orientated and possess a keen focus on attention to detail as a primary contributor to team workflow.
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.
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 basic client queries
Nice-to-have
Intellectual curiosity and self-awareness
Problem-solving mindset with positive attitude
Professionalism and effective communication
Initiative, accountability, and focus on quality
Key Requirements
Must hold CFA’s IMC certificate or local equivalent