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This role will play a crucial part in supporting the day-to-day sales and research efforts across GCR, in supporting our Senior RMs to position our target products and seek research meetings, service existing investment ratings, as well as monetization alongside our sales partners.
Job Responsibility:
Lead/ maintain relationships – responsible for day-to-day high-quality service to consultants, responding to requests in a timely and efficient manner
Gain a clear understanding of our Consultants and their clients’ servicing requirements, acting as a resolution point for outstanding issues or queries and working with the relevant areas of the wider business accordingly
Manage internal and external servicing relationships demonstrating strong knowledge of the firm’s operating platform
Ensure swift resolution and escalation of any issues (or at least within agreed SLAs)
Partner with Client Experience teams and Technology to automate manual processes where possible
Proactively drive service improvements
Ensure internal audit requirements are satisfied such as written policy and procedure documents etc
Measure and provide metrics on investment query volumes, identifying and communicating key trends to the wider business (utilising Tableau and other in-house platforms)
Requirements:
At least one year experience in financial services ideally within the asset management industry
University degree in business administration, economics, finance, or in another field
Excellent written and verbal communication skills in English and German
A motivated individual that demonstrates drive and enthusiasm. Willing to learn, innovate and improve
Team player and an enthusiastic “can do” attitude
Good organisational skills, ability to manage own priorities and meet hard deadlines
Attention to detail and quality is essential
A results-orientated self-starter who can quickly analyse consultant needs and focus on commercial delivery
Ability to network and develop long-term relationships with consultants and internal business partners
Strong written and verbal communication skills
Technical knowledge and/or genuine interest in the DB and DC Pensions market, regulatory and investment industry and associated competitive landscape
Strong knowledge of Investment markets that ideally spans all asset classes
Microsoft Excel / Word / PowerPoint skills
Nice to have:
Professional qualifications - Investment Management Certificate / CFA is desirable, but not required
What we offer:
retirement investment and tools designed to help you in building a sound financial future
access to education reimbursement
comprehensive resources to support your physical health and emotional well-being