This role offers a rare opportunity to support a business across diverse geographies with the potential to transition into a sales or marketing role as our wholesale business expands
Job Summary
This role offers a rare opportunity to support a business across diverse geographies with the potential to transition into a sales or marketing role as our wholesale business expands.
Ensure that clients receive first class service by onboarding new accounts, preparing presentations, and updating sales trends.
Provide excellent sales support to help drive AUM growth by running performance reports and liaising with internal SMEs.
Matching Summary
This role offers a rare opportunity to support a business across diverse geographies with the potential to transition into a sales or marketing role as our wholesale business expands.
Skills & Requirements
Must-have
Client service and sales support
Salesforce CRM utilization
UCITS fund range support
Performance and risk metric reporting
Fluent English communication skills
Nice-to-have
Inclusive behaviors and diverse perspectives
Desire to learn and grow
Spanish language skills
Key Requirements
Minimum 2 years' client service experience
Minimum 2:1 bachelor degree
Proficient IT skills including Microsoft Office
Strong technical investment knowledge
Hybrid work arrangement (4 days in-office/1 day remote)