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The BDA sits at the heart of the team's activities, providing support for all elements of the sales process. This will involve providing both proactive and reactive sales support to internal stakeholders and to external clients and prospects. This is a multi-faceted role that would suit someone early in their asset management career who is still looking to learn whilst being a part of a close-knit team working together to meet our sales targets.
Some specific responsibilities will include:
Client Reporting o Bespoke communications o Client meeting pack preparation o Product specific marketing & performance updates
Data Management o Client Due Diligence o CRM ownership and management o Maintenance and updating of third party databases
Platform Management o Onboarding new share classes o Operational Due Diligence o Troubleshooting pricing and dealing issues
Team Ambassador o As an international sales office it is vital that we maintain strong ties and fluid communications with our Rotterdam-based HQ and building productive internal relationships will be a key part of the role
1-3 years relevant industry experience preferably within an asset manager
A service-orientated mindset with the enthusiasm, drive and ability to develop relationships.
Bachelors or Masters degree from a reputable university
IMC qualification preferred
Additional investment qualifications are viewed favourably with the potential for educational support
Internal Number: 6115648
About Robeco UK
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