Frankfurt am Main - Client Executive Associate
Frankfurt am Main
Investment Management - Vertrieb - Senior Fachkraft / Projektleiter
Provide administrative and marketing support to Client Executives (CEs) throughout the sales process. Prepare marketing materials and related PowerPoint presentations. Compile statistical data, including cross-sell statistics. Create spreadsheets to track sales performance. Analyze data as required. Assist clients and CEs with product/ service inquiries; provide referrals to the appropriate line of business (LOB). Assist with the administration of 'Know Your Customer' (KYC) requirements for each client. Maintain organizational charts and contact information for each LOB. May analyze and report on new business opportunities; may assist with client prospecting. Perform other a ...
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