My client are a leading investment management organisation, with a great culture for progression, development and opportunity. This role sits as an integral part of the Latin America and US Offshore team. Principally a support role based in London, providing assistance to business development in the LatAm region and iberia.
- Support to Latin American and Iberian accounts.
- On-board clients. Coordinate the account opening process and due diligence.
- Co-ordination of sales executive desk and all its tasks from telephone and email enquiries to proactive communications, invitations and event follow up and maintenance of CRM database.
- Sales contact for legal, operational and finance teams for all client requests and proactive planning.
- To make recommendations to Sales Director and senior management on trends, client requests, success and any issues that need escalation.
- Understanding of Latin American Cultures.
- Understanding of asset management in Latin America.
- Fluency in Spanish and English is required.
- Experience in or an understanding of Financial Services