Client Management Assistant

Responsible for developing and maintaining Client data in order to enhance Client Relationship management:

• Management of Marketing roadmap and Client events
• Develop MIS reports for management use.

OBJECTIVES

• Develop tools and processes to track client segmentation, clients interactions, broker rankings/votes, and internal/external account reviews
• Support the Client Marketing roadmap and other marketing initiatives/Client events.
• Develop MIS (Dashboard, Monitoring, Reports) to support the management of the Cash Equities business in monitoring the performance of the business, the client segments and the product mix.
• Maintenance and Coordination of Marketing documentation including liaison with corporate communication and compliance.
• Work closely with other groups in order to support cross-selling initiatives.
• Work closely with Client Management Units in HK and Europe/US.
• Supports the use of client relationship management tools within the GEF perimeter (in particular CMS and iC).

PROFILE

• Excellent knowledge of MS Office tools (including basic Excel VBA) as well as ability to use CRM technology efficiently
• Excellent communication & organizational skills
• Independent and motivated to succeed in fast-paced brokerage & trading environment
• Understanding of Institutional Investors, in particular Institutional Asset Managers, Pension plans and hedge Funds
• Some knowledge of global equity markets, as well as the types of product/strategies used in Cash Equities and Derivatives
• Strong educational background, along with quantitative skills.

To apply to this offer, send us your CV with the subject "Client Management Assistant" to