Investment Advisor H/F

il y a 4 semaines


Paris, France Michael Page Temps plein

Your missions, will be :

Actively market and develop the discretionary portfolio management client base :

  • Work with Investment Advisors and Private Bankers to identify prospective individual and groups of clients for Investment Management service,
  • Identify client needs and objectives and match to service delivery capabilities,
  • Identify new product opportunities/needs in the marketplace and communicate these to the appropriate product specialists,
  • Ensure each client segment receives the appropriate level of service.



Working with the Head of Investments, develop and deliver to a budget and business plan :

  • Contribute to the setting of business goals, objectives, sales management action plans and sales dials for the Market,
  • Measure individual (and if applicable, team) performance(s) against goals, objectives, client satisfaction levels,
  • Optimise business and product mix and ensure multiple product penetration,
  • Assist Investment Advisors and bankers on mandates promotion.



Focus on business retention :

  • Identify potential business at risk and proactively deliver action plan to retain assets.



Participate to internal and external marketing and communication plans on investment management services.



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