Global Client Group, Sales Support Associate, Based
Vor 4 Tagen
Overview of the Role
Given the growth of the DACH business at Nuveen, and the strategic importance placed in the recent opening of Nuveen’s Swiss office, an opportunity has arisen for a Sales Associate to support the Central European distribution team within Nuveen’s Global Client Group.
The role is based out of Zurich with primary focus on Switzerland (for both Wealth and Institutional clients) but will support the wider Central European Distribution team which includes colleagues in Frankfurt.
The sales support function is an integral part of the client journey. As the team expands, this is an excellent opportunity to work in a collegiate environment to help drive sales and deliver a purposeful client experience. The distribution team works closely with wealth platforms, as well as institutional investors.
Key responsibilities- Support sales leaders with meeting preparation for external clients (collating background information on previous meetings, and prospect/client information) and help prepare product pitch books or internal presentations- Proactively identify new business opportunities and stay abreast of incumbent manager searches- Understand current and new client relationships, their asset allocation preferences and assisting sales team with upcoming trends and investment behaviours through market research via industry databases (e.g. Mandatewire, pensionfundsonline and Preqin)- Update information following client meetings including documenting notes into CRM Tool (Salesforce) and action on follow-ups- Oversee the coordination of key meetings / events with clients and prospects, attending relevant meetings/conferences- Campaign management: preparation and oversight of regular reporting / product updates for clients and prospect- Respond to client requests and manage client communications efforts, where necessary.- Coordinate the Request for Proposal process, working with investment affiliates to cover breadth of investment products and solutions.- Oversee the on-boarding and oversight of new clients through the relevant due diligence and AML processes.- Maintain client / internal information in CRM tool (Salesforce) and across various databases and systems;- Develop strong internal relationships with portfolio managers, product specialists and other teams globally to enhance delivery of our services to clients;- Assist with the preparation of business planning material to communicate the Swiss distribution strategy internally;- Support the team on minor office administration work- Standard reporting and ad hoc support responsibilities across the business channels and management; and- Work closely with the marketing team on new product launch initiatives, client events and communications.
Qualifications, Skills and Competencies- Excellent communicator (written and verbal) with strong interpersonal skills- German is a requirement. Fluency in Italian and/or French is a plus- Proficiency in MS Office product suite (Excel, Word, and PowerPoint) required- Professional and industrious attitude, possessing energy and confidence to complete projects with limited supervision- Ability to work independently and in a team-based environment- Take initiative and develop creative solutions for solving problems- Interact and communicate confidently and effectively with all levels of management, including executive management of the firm, as well as external clients- Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail- Utilize qualitative and quantitative tools to analyse, synthesize and interpret information, and communicate it clearly and succinctly- Coordinate various data and information into effective messaging that resonates with internal and external clients- Possess a partnership mind-set and engage with teams across the firm- Self-motivated, team player with strong work ethic- Ability to build relationships across global teams- Asset management background preferred
Related Skills
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Company Overview
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, listed equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at
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