Your team
Pictet Asset Management (Pictet AM) manages the assets of some of the world’s largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centres around investment excellence, a long-term perspective and a dedication to client service.
The intermediary Sales team in Madrid is made up of professionals who prospect and service clients throughout Iberia & Latam by marketing Pictet AM expertise in investment management strategies.
Reporting to the Head of Sales Support & Client Servicing, you will be part of the client servicing team and work closely with the Sales teams.
Your role
- Providing support to client relationship managers in their sales activities, including by helping to prepare for and debrief after client meetings, creating follow-up tools, providing support for events and mailings and updating client databases.
- Liaising with the different investment teams and portfolio managers to ensure follow-up on client requests.
- Assisting with internal projects and mailings.
- Answering requests from clients, including sending reports, responding to questionnaires and RFPs, and managing ad hoc requests.
- Providing administrative management of client accounts, including following up on transactions with the transfer agent, reconciliation, monitoring of client compliance procedures, and account opening with various in-house teams (Pictet AM Compliance, Pictet Asset Services, etc.).
- Ensuring the follow-up of legal files, including dealing with marketing commissions and marketing contracts, compliance procedures and confidentiality agreements.
- Conducting regulatory monitoring.
- Maintaining and optimising the client database.
- Performing compliance checks on marketing and commercial documentation distributed to clients.
Your profile
- A bachelor’s degree is a minimum requirement.
- A least two years’ working experience in finance and asset management.
- Knowledge of Salesforce would be an asset.
- Strong aptitude for working with others.
- Strong proficiency in commonly used computer applications (MS Office).
- Excellent general writing skills, along with excellent knowledge of English (spoken and written).
- Knowledge of Portuguese would be an asset.
As the successful applicant you will be highly organised and able to manage several assignments at once. You will also enjoy working as part of a team while still being able to operate efficiently on your own by virtue of your rigorous approach to work. In addition, you will value contact with clients, have excellent interpersonal skills and be able to show tact when necessary.
REF: - CRSO/SGV/SF
Note
We will not accept any CVs via agencies
Diversity & Inclusion
Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.
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