Sales Associate/Client Service

This internal role will work in support of external relationship manager(s) to support N.A Intermediary region with AUM and Net New Money growth as well as retention of existing clients. Are you looking to be part of a well established Global Asset Manager ready to apply your skills to help build the N.A. Intermediary business channel? This role will allow an eager individual to apply their business development and client service skills towards growing a channel and further developing their skills.

Your opportunity

The Vontobel Sales Support position will function as a sales-oriented analyst focusing on three main intiatives:

One: Support for the existing Relationship Managers with the development of new business opportunities, engagement with prospects, follow up from client meetings, CRM management for the members of the North American intermediary business.

Two: Support for regional Client Portfolio Managers (CPM's) with respect to booking client meetings, preparing relevant material for such meetings and conducting proper CRM follow notes.

Three: Client Service reporting and inquiries.  Focus on supporting existing client relationships by preparing third party reporting, coordinating operational and compliance requirements, as well as servicing ad hoc client requests. 

 

Qualifications:

  • Bachelor’s degree and FINRA Series 7, 66 (equivalent 65/63) license required
  • 3-5+ years of prior work experience in intermediary sales/client service related role for an asset manager
  • Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
  • Preferred experience with Sales Force as CRM system
  • Highly organized with exceptional attention to detail and follow-through
  • Strong ability to manage multiple projects with competing deadlines
  • Team player with positive attitude and strong work ethic
  • Ability to work in a fast-paced environment
  • Client centric and commercially savvy individual with ability to exercise discretion with respect to highly confidential/sensitive information

 

Thank you for the time to consider Vontobel. We appreciate you taking the time to submit your application. Our Talent Acquisition team will carefully assess your application and will respond to you in a timely manner.

If you have any question you can contact us through our contact form.

 

Location

New York / 1540 Broadway, 37th / 38th Floor