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    Investment Advisor H/F - Paris, France - Michael Page

    Michael Page
    Michael Page Paris, France

    il y a 2 semaines

    Michael Page background
    Description

    Your missions, will be :

    Actively market and develop the discretionary portfolio management client base :

    • Work with Investment Advisors and Private Bankers to identify prospective individual and groups of clients for Investment Management service,
    • Identify client needs and objectives and match to service delivery capabilities,
    • Identify new product opportunities/needs in the marketplace and communicate these to the appropriate product specialists,
    • Ensure each client segment receives the appropriate level of service.



    Working with the Head of Investments, develop and deliver to a budget and business plan :

    • Contribute to the setting of business goals, objectives, sales management action plans and sales dials for the Market,
    • Measure individual (and if applicable, team) performance(s) against goals, objectives, client satisfaction levels,
    • Optimise business and product mix and ensure multiple product penetration,
    • Assist Investment Advisors and bankers on mandates promotion.



    Focus on business retention :

    • Identify potential business at risk and proactively deliver action plan to retain assets.



    Participate to internal and external marketing and communication plans on investment management services.

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