What are the responsibilities and job description for the Internal Wholesaler Intermediary Andean Region position at Schroders Recruitment?
About Schroders
Schroders is a leading provider of active asset management, advisory and wealth management services. Few investment managers can match the combination of capabilities and global reach that we offer. With a team of 6,000 professionals across six continents, we manage US$978 bn worth of assets on behalf of our clients, across public and private markets. Though we have been around for over 200 years, our ability to adapt to societal and technological changes, while maintaining our focus on what matters most to our clients sets us apart.
Our culture and core values of excellence, innovation and integrity are integral to our success, and we strive to reflect them in all our endeavors. As a global business with a local approach, we ensure our clients' needs are at the heart of everything we do, maintaining our commitment to helping our clients and society prosper.
Job description & Responsibilities
- Assist external wholesalers in developing the business covering the Andean region (Chile, Peru & Colombia) including: Creating presentation materials, conducting proficient fund analysis and comparisons (performance metrics, risk factors, fund characteristics, etc.), and handling follow-up emails
- Presentation Skills: Develop and deliver compelling presentations to external wholesalers, utilizing visual aids effectively and ensuring clear, attractive & concise communication
- Provide superior client service by being responsive and thoughtful, addressing client enquiries, and providing product information, updates and support whenever needed. Customer centric mindset is key.
- Cross-Functional Collaboration: Work closely with the marketing, product, operations and compliance teams to meet daily requirements. Being able to collaborate effectively is key for successful outcomes.
- CRM Systems Management: Overseeing CRM (Customer Relationship Management) systems to ensure accurate information for management reporting requires proficiency in managing and updating databases, generating reports, and maintaining data integrity.
- Sales Reconciliation and Reporting: Managing sales reconciliation, trade allocations, sales reporting, and management presentations requires attention to detail, analytical skills, and the ability to work with financial data. Being proficient in spreadsheets and financial software can be beneficial in this aspect.
- Key point of contact for the Andean Region marketing activities: social media, content management, events, etc.
- Ability to work in team environment while being a driven self-starter
Requirements
- Bachelor´s degree required - A solid understanding of financial markets and investments (equities, fixed income, etc.) is essential
- 0-2 years of experience in the financial industry/business development support
- Fluency in English and Spanish is mandatory
- Intermediate skills in Excel and PowerPoint are required
- Knowledge of Salesforce, Morningstar, and Bloomberg is a plus
- Experience in developing and executing successful marketing strategies in the Latin American market is a plus
- Excellent communication and interpersonal skills with the ability to effectively engage diverse audiences
- Analytical mindset with a proficiency in analyzing data and generating actionable insights
- Strong organizational skills with ability to multitask and work under tight time constraints
We recognize potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics
