Relationship Mgmt Analyst
il y a 1 semaine
As the Relationship Management Analyst (RMA) you will play an important role in supporting the business development efforts of the Sales and Relationship Managers through sales support and research activities of prospects and clients. Through continual hands on training and support/direction from manager, you will proactively study the Investor Services industry and BBH sales, relationship management and operational processes.
You will play an important role in the research and presentation of BBH practices, data and trends to assist in the completion of Request for Proposal documents.
Key Responsibilities:
- Under supervision, create pro-forma profitability and revenue projections for new business bids for existing and new clients
- Conduct and present detailed market and specific company research, including detailed profiling of prospects’ businesses to identify current service providers, estimates of current fees, and product details for review by Relationship Manager
- Contribute to strategic planning and special projects by gathering information on market segments and clients as part of the sales and relationship plan
- Responsible for creating, editing and monitoring all client account documentation within the team
- Supports various ad hoc projects to document legal and operational requirements of clients
- Produce client and prospect presentations as required
- Assists Relationship Managers with the execution of the deliverables on the client's relationship plan as required
- Contribute to strategic planning and special projects by gathering information on market segments and clients as part of the sales and relationship plan
Key Requirements:
- Familiarity with Financial Institutions (banks, mutual fund managers, insurance companies etc)
- Core Investor Services product knowledge
- Communication skills with demonstrated presentation skills and excellent writing ability (writing sample required)
- Strict attention to detail with proven ability to see open issues through to resolution
- Ability to interact in a professional manner at all levels, both internally and externally to BBH
- Ability to juggle several duties and troubleshoot while maintaining an upbeat personality
- Ability to quickly learn new about new products/materials
- Ability to travel within Europe
Full time
Luxembourg
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