AVP/VP, Client Management Professional

Om jobbet

About AB

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

Role Responsibilities

• Assist senior sales colleagues in growing and managing a book of business in keeping with agreed AUM / Revenue and business targets
• Work alongside senior sales colleagues on a dedicated base of clients & prospects
• Work with senior sales colleagues in facilitating connectivity across client / prospect relationships, helping to build relationship in collaboration with senior colleagues and independently
• Work with senior sales colleagues to build strategic plans for client & prospect organizations; mapping these organizations to ensure we have clear product / services / relationship goals. Review and update these plans as needed and track progress to ensure we are achieving our objectives
• Integrate and use third party data (where available) into account planning and client / prospect meetings to enhance, focus and improve the overall quality of all engagements. Be on the look out for new sources of data, working creatively to integrate this into the process
• Assist senior sales colleagues with the management of the sales process, participating in client & prospect meetings and facilitating the use of asset class specialists. In some instances, this may mean working independently, but to a plan carefully agreed with senior sales colleagues.
• Act as a source of leverage to senior sales colleagues, enabling a greater level of sales activity. Ensure a high level of quality client engagements (travelling as necessary) making use of roadshows & campaigns to increase sales activity across a broad range of priority products
• Share responsibility for prospecting which would involve arranging meetings, preparing prep memos, conducting research to understand potential opportunities/areas of focus
• Ensure that information on meetings and all engagements is up to date and accurate, clearly articulating opportunities and helping to monitor progress through a sales process
• Ensure close collaboration with the Consultant Relations team and partner closely with our Business Development & Cap Form teams across Multi-Asset Solutions, Fixed Income, Equities and Alternatives to help create and execute the strategy with clients and prospects.
• Build a deep understanding of AB's product range, helping to ensuring that existing clients and prospects are familiar with the spectrum of our capabilities
• Work in partnership with our RFP teams in prioritizing and shaping responses to proposals.

Qualifications & Key Competencies

Professional & Personal Profile:

• A relationship management / sales professional with a developing knowledge across asset classes (including knowledge of private alternatives) who has some experience of client management and is refining / developing their skill set
• Track record of outstanding performance and achievement
• At least 5 - 8 years of experience in the financial services industry in client service / sales experience
• Experience with the Nordics is required and having an established client network in the region is preferred
• Ability to 'cold call' prospects and a willingness to travel
• Willingness to work as a member of a team, either in support of senior sales & asset class specialists or more independently on occasion
• A results-orientated self-starter who can quickly understand client needs and focus on commercial delivery
• Good organizational skills with an emphasis on being able to manage multiple initiatives with diligence and care
• Ability to develop long-term relationships with clients and internal partners
• A belief that client is first and the ability to influence and lead others to prioritize in this way
• Ability to collaborate across all levels of the organization
• Exceptional verbal, written communication, and presentation skills
• Experience using data and various information sources in the management of client relationships
• CFA (or similar) designation is beneficial
• English language skills

(NB This job description is not intended to establish a total definition of the position, but an outline of the responsibilities. Some additional tasks may be assigned.)

Stockholm, Sweden