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