Permanent Contract

Client Proposition Specialist – Distribution and Wealth

Modified on 14/10/2024

  • - 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
    • 3-5 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. All our positions are open to people 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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