About the role

  • 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
  • Proficiency in Excel.

Job title

Investment Funds & Pensions Sales

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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