Client Service Manager
| Dienstverband | Aantal uren per week | Opleidingsniveau |
| - | ||
| Regio | Consultant | Referentie |
| Zuid-Holland | Nienke de Kruijf | 3355 |
Functieomschrijving
For my client, an intermediair in Asset Management I am looking for a hands on professional looking for a job with many aspects! In short: Asset management Support: focus on Business Development Support, Organisational skills, spider in the web, excel knowledge needed
They are a intermediair between boutique asset managers and professional investors and distributors throughout the Nordics and the Netherlands.
- They markets investment management strategies with a unique approach to investing in mayor asset classes.
- A small employee owned entrepreneurial firm.
- Transparent about the managers we introduce, and the key criteria we use before partnering with them.
- Honest, open and direct in our communication
I am looking for someone with the following characteristics:
? Entrepreneurial, positive, enthusiastic
? Practical
? Self-starter, with limited need of guidance, able to operate autonomously
? Social skills
? Commercial and creative
? Analytical, good with numbers
? IT skills such as excel, internet, new programs, internet solutions
? Financial knowledge and a natural interest in investing
? Excellent English skills
? Internationally oriented and willing to travel from time to time
? Precise
The day to day tasks are broad, but can be tailored on the expertise and interest of you. Some activities you can think of:
- Calculate fund performances
- Creating and updating commercial presentations
- Initializing monthly and quarterly mailings in Salesforce
- Client allocation research
- Performance and other data collection
-
Production of KIID, Factsheets, PRIIPS
- Solvency 2 reporting
- Complete checklists
- Client reporting\Provider reporting
- Activity overview, what do we send to the Investment Managers
- Set up and coordinate webinars
- Check websites and regulator status
- Respond to questions of salespeople
- Prepare and plan roadshows
- Create EET and EMT
- Compose RfP text in coordination with IM
- Answers questions for new account openings
- Website maintenance
Questions? PLease contact Nienke 0205304380 or apply directly via jobs@ts.eu
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