Investment Advisor H/F
il y a 4 semaines
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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