Client Associate
6 months ago
The Role
Our established Dubai based Sales Team actively covers global & local intermediaries, family offices, asset managers, insurance companies, pension funds and sovereign wealth funds with a dynamic and team driven approach across the Middle East and North Africa. This broad client base will have different needs and requirements with regards to strategies they invest in and day-to-day client servicing.
In this role you willprovide on-going supporting to the Sales team with their day-to-day client activity and strategic initiatives while working with the following teams: Portfolio Management, Client Services, Marketing, RFP, Compliance and Performance Team.
Primary Responsibilities:
- Conducting market research and help on business strategy/client analysis.
- Supporting client and prospects-related activity (presentations, follow the country specific regulatory framework, etc.).
- Assisting the Sales team during client meetings, write call reports and ensuring the completion of follow-up tasks.
- Providing administrative support to the Sales team (data base management, managing the CRM system, pipeline run, client/product mapping) to help enhance the sales process.
- Organising and proactively helping with targeted client events across Middle East & North Africa.
- Working closely with internal stakeholders such as Client Service, marketing, compliance and legal.
- Building your understanding of NB’s capabilities and product suite across various asset classes. Working closely with the client facing team to ensure clients’ deliverables and follow up requests are completed.
Career Perspectives:
- You will enjoy working with a growing and dedicated asset management firm and with a successful and stable Sales team to further develop their MENA franchise.
- This is an excellent opportunity to learn about leading fundamental and quantitative investment strategies through regular interaction with proven and senior Portfolio Managers, located around the world.
- As you grow in through successfully supporting the Dubai based Sales Team, you could have the opportunity to meet with clients and contribute to asset raising through providing solutions to investors across the MENA region.
- Confident and motivated individual with strong communication (oral and written), interpersonal skills
- Desire to work in a collaborative, team environment which is fast-paced, where we strive to provide an excellent work experience
- Ability to multitask and take ownership on tasks with great responsibility.
- Strong organisational skills.Strong problem-solving skills.
- Eagerness to learn about new products and asset classes.
Qualifications/Skills:
- Bachelor’s degree
- Excellent Microsoft Office skills (PowerPoint, Excel etc). Minimum of two years’ work experience in financial services industry (preferably asset management).
Who you are:
- Highly organised with a self-starter mindset, who can take ownership to move initiatives forward
- Comfortable with ambiguity
- Analytical creativity and intellectual curiosity with a strong attention to detail
- Proactive and self-driven work style and a good team player
- High level of integrity with an ability to learn and an ambition to excel
- Outstanding communication skills, including writing and creating presentations
- Possess a willingness to communicate with all levels of the organisation
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