Become an Inside Investment Specialist and facilitate exceptional client engagement in investment sales. Leverage your deep knowledge and communication skills to support mutual fund representatives within a vibrant sales culture.This role is dedicated to bolstering sales efforts within asset management. You'll provide essential insights, manage onboarding programs, and carry out strategic communication with potential clients. Your proficiency in financial planning tools will be crucial in driving effective conversations and achieving favorable outcomes for both customers and the sales team.Key Responsibilities:
- Support proactive communication with clients and representatives
- Assist in managing customer acquisition and transfers
- Offer market updates and feedback to team leadership
- Foster team knowledge sharing through meetings and training
- Run effective onboarding for recent financial representativesRequirements:
- Minimum of 5 years in a relevant support role
- Strong understanding of mutual fund products
- Completion of IFIC Mutual Funds Course or equivalent
- Familiarity with competitive products and trends
- French language skills seen as beneficialApply your expertise to foster positive client experiences and strengthen the overall sales initiative within the investment landscape. #J-18808-Ljbffr