CDI

UK Distribution Sales Support

Modifiée le 26/05/2023

  • London - Royaume-Uni
  • Gestion d'Actifs

Description du poste

Principle Accountabilities
The primary purpose of the role is to:

  • Plan and deliver the support functions required to enable the UK distribution sales team to liaise with prospects and clients on the Amundi Active fund rage. This will primarily, though not exclusively, include:
    • Regularly update the internal CRM system to ensure activity is accurately recorded and monitored
    • Use a range of internal portals and resources to produce Amundi fund presentations and pitches
    • Build and maintain relationships with all internal departments to ensure swift and efficient responses to client requests.
    • Liaise closely with marketing to help co-ordinate and prepare for in-house events and those hosted by third parties; as well as maintain client contact lists for email campaigns
    • Help in the preparation and review of relevant KYC and Distribution Agreement documentation
    • Diligently build and proactively maintain comprehensive action plans for key local clients.
    • Maintain the sales pipeline to ensure its accuracy reflects the current opportunities for the Amundi active product suit
    • Work closely with the Amundi custodian, the products team, retail platforms and clients to ensure a smooth process for KYC documentation, platform agreements and share class launches
    • Understand and effectively communicate the daily net flows of assets into and out of Amundi funds in the UK
    • Utilise the tools available to help provide market research on Amundi funds with competitor strategies. Competence in Morningstar Direct is an advantage

Treating Customers Fairly (TCF) & Consumer Duty

  • Be open and transparent in the way you deal with our clients
  • Ensure that wherever possible the interests of our clients are put first. Specifically, in relation to your role, TCF should be considered in the following areas:
  • The marketing and promotion of the funds
  • The sales process
  • The provision of post-sale information to the customer and the complaints process


Risk

  • Be aware of the risks to the firm, and to its clients, of your actions and responsibilities
  • Ensure that as these risks change, or new risks arise, these changes are clearly communicated throughout the firm as appropriate
  • Manage these risks appropriately including involving your line management and compliance as necessary

 

Skills, abilities & personal qualities

  • Team player with a natural approach to productive collaboration benefitting the central Business case
  • Presentable/Diligent/Honest/Self Motivated
  • Detailed knowledge of Investment process for all Funds

    • Date de prise de fonction
    • 01/06/2023
    • Poste avec management
    • Non
    • Niveau d'étude minimum
    • Bac + 3 / L3
    • Formation / Spécialisation
    •  -
       -
    • Soft skills
      • An excellent working knowledge of Microsoft office; in particular Word, PowerPoint, Excel and Outlook
      • An understanding or experience of Offshore funds, in particular those domiciled in Luxemburg or Dublin
      • A detailed knowledge of the UK regulatory landscape, with an excellent track-record of compliance 
      • Take proactive steps to keep up to date with regulatory updates to ensure a detailed understanding of compliance pertinent to your work
    • Outils informatiques
    • -

  • Premier gérant d'actifs européen parmi les 10 premiers acteurs mondiaux [1], Amundi propose à ses 100 millions de clients - particuliers, institutionnels et entreprises - une gamme complète de solutions d'épargne et d'investissement en gestion active et passive, en actifs traditionnels ou réels. Ses six plateformes de gestion internationales [2], sa capacité de recherche financière et extra-financière, ainsi que son engagement de longue date dans l'investissement responsable en font un acteur de référence dans le paysage de la gestion d'actifs. Les clients d'Amundi bénéficient de l'expertise et des conseils de 5 300 professionnels dans 35 pays. Filiale du groupe Crédit Agricole, Amundi est cotée en Bourse et gère aujourd'hui plus de 2 000 milliards d'euros d'encours [3]. Amundi, un partenaire de confiance qui agit chaque jour dans l'intérêt de ses clients et de la société. [1] Source : IPE « Top 500 Asset Managers » publié en juin 2022 sur la base des encours sous gestion au 31/12/2021 [2] Boston, Dublin, Londres, Milan, Paris et Tokyo [3] Données Amundi y compris Lyxor au 31/03/2022

Amundi
Amundi
Amundi

Amundi

UK Distribution Sales Support

Publiée le 18/04/2023

CDI
  • London - Royaume-Uni
  • Gestion d'Actifs
  • 2023-77270

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