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Asset Management Professional

2 weeks ago

Sydney, New South Wales, Australia State Street Full time
About the Role

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.