Permanent Contract

Client Proposition Specialist – Distribution and Wealth

Modified on 17/12/2024

  • - France
  • Sales / Customer Service
  • 2024-91085

Job description

Amundi Distribution and Wealth Division is a strategic and fast-growing business of Amundi which aims at meeting the multi-dimensional needs of our third-party distribution clients worldwide.

Within the Client Experience department, the Client Proposition team is in charge of formalizing and managing Amundi’s value proposition for the Wealth & Distribution segment which covers asset managers, retail banks, insurance companies, private and wealth managers, online banks and platforms.

The team needs to develop a deep knowledge of wealth and fund distribution landscape, to understand market dynamics and opportunities and translate this into a strong value proposition for our clients across different segments.

This requires building strong proximity with Sales and Wealth Services & Solutions business development teams to fully understand business needs and support our growth ambitions.

 

Main responsibilities 

 

  • Build, deliver and maintain segment-specific presentations showcasing Amundi capabilities and services
  • Identify and maintain a library of Business cases to illustrate Amundi’s capabilities and partnership track record
  • On an ad-hoc basis, create tailor-made presentations in support of Top management or Heads of Sales in the context of strategic C-level meetings
  • Play an active role when required in complex RFPs or factory visits by formalizing a compelling sales pitch.
  • Contribute to thought leadership and client survey initiatives
  • Work with various department across the organization: Marketing & Product, Amundi Institute, Investment platforms etc….

    • Position with management
    • No
    • Executive / Non Executive
    • Cadre
    • Minimum level of study
    • Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
    • Training / Specialization

    • Master’s degree in Business school / University: degree in business management, marketing or finance

      1-3 years - First experience - gained in the Asset management industry, financial services or consultancy ( including internships or VIE 

    • Minimum experience level
    • 6-10 years
    • Compétences recherchées
      • Excellent writing skills – fluency in English is mandatory - Additional languages desirable
      • Agility, autonomy and ability to work in a challenging and business driven context.
      • Ability to work and communicate effectively with multiple stakeholders across the organization
       
    • IT tools
    • Proficient Microsoft Office skills

  • Amundi, the leading European asset manager, ranking among the top 10 global players [1], offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. With its six international investment hubs [2], financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of 5,300 employees in 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €2.0 trillion of assets [3]. Amundi, a trusted partner, working every day in the interest of its clients and society [1] Source: IPE “Top 500 Asset Managers” published in June 2022, based on assets under management as at 31/12/2021 [2] Boston, Dublin, London, Milan, Paris and Tokyo [3] Amundi data including Lyxor as at 31/03/2022. By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offers are open to persons with disabilities.

Amundi
Amundi
Amundi

Amundi

Client Proposition Specialist – Distribution and Wealth

Published the 25/07/2024

Permanent Contract
  • - France
  • Sales / Customer Service
  • 2024-91085

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