Client Associate

• Supporting the local team in their day-to-day client activity and strategic initiatives.
• Managing not only outbound sales, but also inbound sales, with proactive interactions with new or existing leads and follow-ups
• Liaising and collaborating with colleagues in Portfolio Management, Client Service, Marketing and Compliance teams for client deliverables
• Organizing prospective client related activity, including but not limited to client presentations. Ensure all activity follows the regulatory framework.
• Conducting market research and assist the team on appropriate business strategies and client analysis.
• CRM maintenance, including database management, producing pipeline activity and meeting notes, to help enhance the overall sales processes.
• Servicing existing client book and respond to all client needs diligently working with the client services team
• Initiating outbound sales calls and organise client meetings. Prepare new business sales presentations and lead client meetings
• Working closely with the marketing and client services teams to effectively communicate investment philosophies and processes as coordinating client communications
• Organizing and proactively supporting client events and marketing collateral efforts.

Key Requirements / Qualifications: (essential unless otherwise stated)

• Supporting the local team in their day-to-day client activity and strategic initiatives.
• Managing not only outbound sales, but also inbound sales, with proactive interactions with new or existing leads and follow-ups
• Liaising and collaborating with colleagues in Portfolio Management, Client Service, Marketing and Compliance teams for client deliverables
• Organizing prospective client related activity, including but not limited to client presentations. Ensure all activity follows the regulatory framework.
• Conducting market research and assist the team on appropriate business strategies and client analysis.
• CRM maintenance, including database management, producing pipeline activity and meeting notes, to help enhance the overall sales processes.
• Servicing existing client book and respond to all client needs diligently working with the client services team
• Initiating outbound sales calls and organise client meetings. Prepare new business sales presentations and lead client meetings
• Working closely with the marketing and client services teams to effectively communicate investment philosophies and processes as coordinating client communications
• Organizing and proactively supporting client events and marketing collateral efforts.

Who you are

• A self-starter, who works in a precise and timely manner, who can take ownership to move initiatives forward
• Availability to travel most days of the week to present NB strategies to different investor bases
• Excellent interpersonal attitude and skills
• Willingness to learn, collaborate and partner across the business
• A strong interest in asset management, financial services, and financial markets
• Strong communication both written and verbal skills and presentation skills
• Strongly numerate with a good working knowledge of Excel
• Strong Working knowledge of PowerPoint
• Preference for local language – Swedish, Danish, Finnish, Norwegian or Icelandic.

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