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Asset Management Professional
1 week ago
As an Asset Management Professional, you will be responsible for supporting Intermediary Relationship Managers in sales activities, including client service and follow-up work, portfolio and competitor analysis, CRM maintenance, meeting preparation and coordination, and administrative support.
You will also become an expert in Salesforce, managing contact details, data accuracy, and sales/marketing segment lists to drive sales efficiency and effectiveness.
In addition, you will perform general team administration, coordinate responses to retail clients, and build and maintain successful relationships with a broad range of clients.
