Bilingual CRM Analyst

3 weeks ago


London, Greater London, United Kingdom Brookfield Asset Management Full time

Position Overview:

The CRM Analyst will play a pivotal role in fostering and sustaining relationships with key financial entities across Europe, including digital investment platforms and independent wealth managers.

Key Responsibilities:

  • Assist senior executives in nurturing and managing connections with European financial institutions.
  • Support team members in various facets of business development and strategic initiatives.
  • Engage in prospecting and relationship-building to enhance distribution across diverse investor segments throughout the EMEA region.
  • Serve as a primary contact for delivering sales and service assistance to both potential and existing clients.
  • Coordinate with different business units and internal departments to ensure a seamless investor onboarding experience and exceptional client satisfaction.
  • Maintain and enhance databases while providing project management support as needed.

Qualifications:

  • A Bachelor's degree is required (MBA or CFA designation is advantageous).
  • A minimum of 2 years of experience in capital markets or asset management is preferred.
  • Fluency in English and at least one additional European language (preferably French, Italian, or German).
  • Familiarity with alternative asset classes is beneficial.
  • Strong interpersonal skills with the ability to cultivate and maintain a robust network of relationships.
  • Exceptional communication skills are essential.
  • Capability to engage with a sophisticated investor base.
  • Self-motivated and capable of working independently.
  • Proficiency in CRM technologies, such as Salesforce, is required.

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