Sales and Client Support Manager

The Company

Multinational Asset Management Organization

Job Responsibilities:

  • Proactively dealing with queries from clients and prospects and any other activities part of the client servicing and sales process.
  • Support in the preparation work for marketing to prospective investors and the coverage of client relationships from a client service perspective.
  • Research support on marketing intelligence and regulatory developments to support the Middle East sales and client servicing team.
  • Active member of the Middle East sales teams meetings with clients and prospects to understand key strategies and investment views.
  • Managing efficiently and accurately the Salesforce / CRM data
  • Support in developing new reporting and sales dashboards on Salesforce to enhance the sales process and report to senior management.
  • Responsible for RFPs and presentation materials and updating of internal client servicing procedure notes.
  • Support in managing the client onboarding process, in collaboration with the compliance team.
  • Support servicing team in roadshows/events and seminar development, working with other teams and following up on any issues.
  • Understand and keep abreast of the investment process and style of the relevant investment strategies.
  • Keep abreast of portfolio changes across the range of products, and help communicate these effectively to clients and prospects.
  • Keep abreast of the administration and dealing procedures in relation to strategies and funds, where appropriate.

Requirements & Qualifications:

  • At least 4 to 6 years of experience within the institutional investment market
  • English fluent; Arabic speaker preferred, but not essential
  • Good understanding of different asset classes and both active fundamental and quantitative investment approaches
  • Excellent communication skills and confidence in dealing with clients and internal stakeholders
  • IMC holder or willing to study to this level
  • Strong emphasis on relationship building, client and prospect satisfaction and service, including responding to clients on a timely basis
  • Aiming for best in class, attention to detail and accuracy in all matters
  • Good time management skills and ability to work under pressure
  • High energy level
  • Flexible mindset with a willingness to learn and improve processes
  • Focused and organized
  • Ability to liaise across the Company at all levels
  • Strong team player
  • Ability to work and thrive in a multi-cultural environment
  • Desire to further career in client servicing and relationship management

If you know of anyone who has these qualifications and is looking for a challenging career, please email: contactus@envisionpartnership.com

Jeanette Jarjoura – Executive Search and Leadership Consultant

Job Category: Manager
Job Type: Full Time
Job Location: Dubai - UAE

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