Client Relations Associate

Berkeley Croft
London, United Kingdom
16 May 2023
03 Jun 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Our client is looking to hire a Sales Support Associate to assist both the Intermediary and Institutional Client Coverage team in Frankfurt. The team represents their entire product range, with strategies across Equities, Fixed Income and Alternatives.

They are looking for someone who is ambitious with career aspirations to work in sales and has a minimum of 2 years' experience in another asset manager - Institutional experience is desirable but not essential.

Primary Responsibilities:
  • Engage internally with the Portfolio Management, Client Service, Marketing and Compliance teams for client deliverables.
  • Organising prospective client related activity, including but not limited to client presentations and request for proposals. Ensure all activity follows the regulatory framework.
  • Conducting market research and assist the team on appropriate business strategies and client analysis.
  • Organising and proactively supporting client events and marketing collateral efforts.

We are looking for someone who has the following attributes:
  • Graduate or equivalent preferred
  • Min. 2 years' experience in another asset manager
  • Experience of using Salesforce, or similar CRM system
  • Preferred working towards or having completed IMC, and/or CFA, or CAIA
  • Strong communication both written and verbal skills and presentation skills
  • Willing to relocate to Frankfurt with German full professional proficiency

There is a huge scope for personal development within the role and our client has an excellent reputation for developing their staff. Being independently owned, they are a flexible and entrepreneurial business which rewards performance.

Please get in touch for further details.
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