Institutional Sales Support
il y a 2 semaines
Locatie:
**Degroof Petercam Asset Management SA***
**Belgium**
- Rue Guimard 18,
- 1040 Brussels
Context
Within our business unit Degroof Petercam Asset Management (DPAM), we are looking for a M/F
Institutional Sales Support Officer
Work in support of the DPAM Institutional Belgium Sales Team to ensure proper preparation and follow up of commercial activities on behalf of Belgian Institutional clients.
The DPAM Institutional Belgium Sales Team is active on two segments:
- Offering investment services (Discretionary Portfolio Management and Investment Advice) to Belgian Institutional end-clients (pension-funds, insurance companies, non-profit entities,..)
- Commercializing DPAM investment funds towards Belgian distribution partners (insurance companies, private banks, retail banks,)
Your Position
The function of Institutional Sales Support Officer mainly covers the following elements:
- Contribute to the maintenance of the relationship with existing clients (preparation of recurrent / ad hoc client reportings, answering to client requests, preparation of client meetings, offering support in contractual/legal requests, setting of client agenda, feeding of KYC/ALM information in the CRM,.) in cooperation with the sales officer.
- Contribute to the identification of new leads towards prospects (helping in market segmentation analysis, feeding of KYC/ALM information in the CRM, support to the preparation of RFP’s,.) in cooperation with the sales officer.
- Contribute to the organization of commercial events (administrative and operational support) in cooperation with the sales team and with the marketing team
- Be the first point of contact for all sales
- Manage a calendar of important dates and upcoming events
- Follow-up on CRM activity and run standard CRM reports (business activities and opportunities)
- Provide support for new sales processes and help to manage existing processes and improvements (client onboarding, servicing, etc)
- Interact with all other departments to ensure proper follow-up on sales needs
- Participate in regularly scheduled team meetings (fund meetings, product meetings, sales meetings)
- Participate with ideas in Institutional sales meetings
Your Profile
- You obtained a Master degree (economics) and you have by preference a first experience in a commercial unit and/or in the financial sector
- You have a very good knowledge of Microsoft Excel, Word and PowerPoint
- You have a great interest in the financial industry, a demonstrable understanding of financial terminology and products
- You are passionate about optimizing the sales process and the client experience
- You are accurate, like working with figures and are service oriented
- You have good interpersonal skills, have a strong team spirit and contribute to the success of an ambitious team
- You are fluent in English, French and Dutch
- You are autonomous, well organized, stress resistant and can deal with strict deadlines
- You like to work in a dynamic and challenging environment with a strive for perfection
LI-ST1
**Offer**:
Degroof Petercam is big enough and small enough to matter since we are independent, operate internationally and have different métiers under one roof.
Entrepreneurship is our DNA, expertise is our fuel. You will become part of a company with highly skilled, talented and passionate experts that aim for nothing less than excellence.
The impact of our work goes beyond profit by looking at business from a broader perspective, challenging those who want to intellectually. In addition to our fascinating work environment, we also offer:
- A broad offer of learning & development programs including a Degroof Petercam Academy for both professional and personal goals.
- An attractive and market conform compensation package
- Flexible working hours & teleworking
- An Employee Social Engagement Program
- Access to the same Private Banking Expertise as our clients
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