Investment Consultant Relations Specialist

4 dagen geleden


Rotterdam, Zuid-Holland, Nederland Robeco Voltijd
Job Title: Consultant Relations Associate

About the Role:

Robeco is seeking a highly motivated and dynamic Associate to join its Global Consultant Relations team. The successful candidate will support the team's efforts with investment consultants and their clients worldwide.

Key Responsibilities:

  • Market research and analytics to support Consultant Relations Directors
  • Market mapping of investment consultants and their clients
  • Compilation of market intelligence and news flow
  • Competitor research and analysis
  • Support and meeting preparation for Consultant Relations Directors
  • Client product inquiries and requests
  • Developing bespoke communication initiatives and campaigns
  • Client meeting pack preparation, collaborating with other Robeco departments
  • Submission and Approval of Marketing Materials: Newsletters, Factsheets, Portfolio Manager Updates and strategy presentations
  • Co-ordinate Internal and External calls and meetings with clients, Consultant Relations Managers and Robeco investment professionals
  • Product specific marketing & performance updates
  • Development and monitoring of strategic account plans
  • Data Management: Provision of market and commercial insight to Consultant Relations Directors
  • Client CRM ownership and management
  • Utilisation of third party databases to benefit focus and productivity
  • Create and Develop Management Reporting (AUM, Revenue and activity) for the team to help drive business effectiveness
  • RFP and ODD Oversight: Project Managing RFP's and DD Questionaries
  • Team Ambassador: Building productive internal relationships will be a key part of the role

Requirements:

  • Ability to work in a team-oriented sales environment in which sharing information and collaboration is essential for success
  • A pro-active, service-orientated mindset with the enthusiasm, drive and ability to develop relationships and help with business growth
  • A highly motivated, positive, collegial attitude and high level of professionalism
  • Strong attention to detail, organization, time management and problem solving
  • 1-3 years relevant industry experience preferably within an asset manager
  • Demonstrable interest in financial markets and investment
  • Bachelors or Master's degree
  • IMC qualification preferred
  • Additional investment qualifications (CFA, CAIA) are viewed favourably with the potential for educational support to complete these

What We Offer:

Robeco is a global asset manager with a strong commitment to sustainability investing, quantitative techniques, and constant innovation. We offer a dynamic and collaborative work environment, with opportunities for professional growth and development.

How to Apply:

All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure.



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