Professional support for financial advisors ensuring proper application of funds and pensions. Engaging with clients, addressing inquiries and collaborating across departments to optimize resources.
Responsibilities
The Funds and Pensions Sales professional provides technical and commercial support to financial advisors
Ensuring the allocation of pension and fund assets into selected investments
Answering product-related questions, promoting asset inflows and reallocations
Supporting client meetings and commercial campaigns
Acting as a liaison with other departments when necessary
Ongoing technical development through exposure to fund managers.
Requirements
Knowledge of investment funds (general fund strategies, taxation, their use in a portfolio, main fund types, etc.)
Knowledge of private pension plans and their rules (taxation, actuarial tables, portability rules, etc.)
Commercial profile with strong group communication skills and relationship-building ability
Organized and able to handle multiple tasks simultaneously
Willingness to learn and continuously develop professionally
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