Senior Sales Support Associate to Fidelity

Jurek Bemanning Sverige AB

Arbetsbeskrivning
As Senior Sales Support Associate you will be responsible for supporting primarily the Nordic business, taking ownership of wholesale/retail client support. The role includes preparing, executing and following up on client queries, sales meetings and client events, project management and database and local CRM system oversight. The Senior Sales Support Associate takes on an integral and operational role in product positioning, market and competitor intelligence, being the local link with centrally based competitor and fund analysis specialists.

Your key accountabilities
• Wholesale/Distribution client support: Responding to client requests, preparing information and data, preparing meeting material and messaging, including data compliance administration.
• Client reporting and data provision: Prepare and distribute regular and one off fund and market reports. Ensure that list of regular client reports is up to date. Influence developments how to improve on line reporting and web as an integrated part of the role.
• Client database: Ensure retail and institutional client database is kept up to date, support local team members on using the client systems as well as representing the local business for any initiatives for re or pro actively enhancing the systems.
• Project management: Participate and monitor development of internal and external projects assigned by team or business manager. Ensure that all necessary action points for Nordic region are implemented.
• Competitor analysis: Function as local link into central representatives, to brief in Nordic competitor or fund analysis initiatives with appropriate central teams, ensuring ongoing information flow from central team to local market in terms of competitor and market intelligence. Through tools locally available (Morningstar Direct), support preparation and positioning of specific product initiatives with Nordic wholesale clients.
• Events and administration around activities: Coordinate meeting and speaker requests and send out regular internal activities and opportunities reports, invitations and agendas.


Vem är du?
For this position we are looking for someone with:

• Higher education e.g. in business, economics or science
• Approximately 3-5 years of professional experience from the financial industry
• Analytical approach, but still out-spoken
• Ability to create reports and presentations based on complex financial information, in a manner that supports sales and business targets
• Independent with a hands-on approach, not afraid to take own initiatives
• Well organized and attentive to details
• Excellent command of English and Swedish (spoken and written), a second Nordic language would be a plus (Finnish or Danish)
• Ability to perform to deadlines
• Results orientation
• Good PC knowledge, incl. PowerPoint, Excel and Word
• Mature personality with potential to take on expanded/deeper responsibility in the business team
• Social competence and team player


Du erbjuds
If you are the right person for us, we can offer you an exciting position in a world leading investment company where you can make a difference. In this recruitment we are cooperating with Jurek Rekrytering & Bemanning. For further information, don’t hesitate to contact Recruitment Consultant Sara Molin, at 0766-331445 or sara.molin@jurekbemanning.se. Please register your application written in English via our website www.jurekbemanning.se as soon as possible.

Om företaget
Fidelity Worldwide Investment is an asset manager serving investors in all corners of the world outside North America. It was established in 1969 and manages all significant asset classes for institutional and retail investors in long-term savings products. Fidelity and its subsidiaries employ over 5,400 people in 23 countries managing US$255.9 billion worldwide.Fidelity’s investment style relies on fundamental research of companies and a strict bottom-up portfolio construction discipline. Fidelity distributes the funds of other managers through its FundsNetworkTM platform, administers pension schemes, and has interests in various other enterprises in Europe and Asia. For further information please visit www.fidelityrecruitment.com.