Investment Sales Support - French Speaking

Duties & Responsibilities

Managing client intelligence

• Structure and complete the information on existing clients in the CRM (by location, interest in particular products)
• Regularly read newsfeeds of client magazines/general news and use the info for generating new opportunities or updating existing relationships
• Generate new contact opportunities from the CRM for the European director
• Generate new contact opportunities from LinkedIn
• Manage newsletter registrations for clients
• Manage LinkedIn relationships and posts of the European director

Sales and roadshow support

• Generate target lists in each area of the European region
• Find locations for teach-ins
• Call clients to ask for participation
• Develop an itinerary
• Help prepare meetings with materials
• Assist with travel booking
• Follow-up on roadshow with materials
• Alternatively book online webcalls
• Respond to retail investor inquiries

Webinar support

• Set up new webinars
• Invite clients to webinars
• Set up presentation for webinars
• Help moderating the webinars
• Follow-up key clients

Event support

• Coordinate with pan-European marketing on event participation and sponsoring
• Set up event presence, physically source event with materials and staff
• Attend events in the European region
• Follow-up events

Marketing support

• Coordinate with pan-European marketing on campaigns and events in the European region
• Help marketing with contacts and content for ad campaigns and event presence
• Watch activities of competitors in European region

Content creation

• Maintain versions of product and sales presentations
• Help setting up content for newsletter and Social Media in

Education and Experience

• At least two years of experience in marketing and/or sales
• Must be French speaking
• ETF experience through own investment/savings plan and experience with online brokers
• Personal experience with crypto investments is a plus
• IT: Microsoft Office, Cloud Teamworking Tools (MS-teams, OneDrive, Trello optionally), Adobe illustrator optionally

Personal qualities

• Strong service orientation and client focus
• Systematic and organised workstyle
• Interested to work in an agile workspace with a very interactive team
• Interested in innovation, cryptocurrencies, finance
• Pro-active, honest and direct in identifying issues and suggesting improvements
• Reliable, diligent, exceptional attention to detail, able to work to tight time frames and balance multiple tasks without compromising accuracy
• Must be comfortable in a fast-paced, team-based environment with a high degree of individual autonomy and direct honest feedback
• Strong written and verbal communication
• Ability to ask the right questions before promptly escalating issues to the relevant people
• Ambitious work ethic, professional disposition, detail–oriented
• Demonstrates a desire to keep up to date with industry developments and play a key role in driving his/her own professional growth.