Key Responsibilities and Scope
- Support the regional sales team in all aspects of client engagement and business development.
- Prepare and customise sales presentations, client reporting and follow-ups, and RFP responses in French and English.
- Maintain and update the CRM system (Salesforce) with accurate client and prospect data, meeting notes, and follow-ups.
- Help coordinate and track sales campaigns, client events, and roadshows.
- Liaise with internal stakeholders such as Marketing, Product, Compliance, Research and Operations to support client requests and ensure seamless service delivery.
- Deal with inbound retail-based enquiries.
- Monitor and report on regional client flows and AUM trends using tools such as Excel and Power BI.
- Stay current on market trends, products, and competitive landscape to support client conversations.
Skills and Qualifications
- Educated to degree level.
- Fluency in French and English (written and spoken) is essential. Dutch is a plus.
- IMC holder or candidate, or similar qualification (or willing to work towards one).
- Proficient using Excel, wider Microsoft package and CRM systems (preferably Salesforce).
- Experienced collecting market data via Bloomberg, Morningstar, LinkedIn, etc.
- Strong analytical (financial and non-financial) as well as financial writing skills.
- Strong communication skills with experience liaising with senior members.
- Detail-oriented, highly organised, and capable of managing multiple priorities.
- Team player with a proactive mindset and a client-first attitude.
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What We Do
WisdomTree is one of the world’s leading providers of exchange-traded products (ETPs). Our goal is to provide a superior investing experience for our clients. We believe that investors shouldn’t have to choose between performance and cost efficiency, so we developed innovative investment solutions that deliver both. Combining the performance benefits of actively-managed investments with the cost efficiency of passive investments, our ETPs can be used to invest strategically for the long term or to trade tactically in the short term. Investors can choose between a range of truly comprehensive and innovative ETPs, across a broad range of asset classes, enabling investors to construct and diversify their portfolios intelligently.
