Internal Wholesaler Intermediary Andean RegionSchroders is a leading provider of active asset management, advisory and wealth management services. Few investment managers can match the combination of capabilities and global reach that we offer. With a team of +6,000 professionals across six continents, we manage US$978 bn worth of assets on behalf of our clients, across public and private markets. Though we have been around for over 200 years, our ability to adapt to societal and technological changes, while maintaining our focus on what matters most to our clients sets us apart.
Our culture and core values of excellence, innovation and integrity are integral to our success, and we strive to reflect them in all our endeavors. As a global business with a local approach, we ensure our clients' needs are at the heart of everything we do, maintaining our commitment to helping our clients and society prosper.
Responsibilities: Assist external wholesalers in developing the business covering the Andean region (Chile, Peru & Colombia) including: Creating presentation materials, conducting proficient fund analysis and comparisons (performance metrics, risk factors, fund characteristics, etc.), and handling follow-up emails.Develop and deliver compelling presentations to external wholesalers, utilizing visual aids effectively and ensuring clear, attractive & concise communication.Provide superior client service by being responsive and thoughtful, addressing client enquiries, and providing product information, updates and support whenever needed. A customer-centric mindset is key.Work closely with the marketing, product, operations and compliance teams to meet daily requirements, ensuring effective collaboration for successful outcomes.Oversee CRM (Customer Relationship Management) systems to ensure accurate information for management reporting, requiring proficiency in managing and updating databases, generating reports, and maintaining data integrity.Manage sales reconciliation, trade allocations, sales reporting, and management presentations, requiring attention to detail, analytical skills, and proficiency in spreadsheets and financial software.Act as the key point of contact for the Andean Region marketing activities: social media, content management, events, etc.Ability to work in a team environment while being a driven self-starter.Requirements: Bachelor's degree required - A solid understanding of financial markets and investments (equities, fixed income, etc.) is essential.0-2 years of experience in the financial industry/business development support.Fluency in English and Spanish is mandatory.Intermediate skills in Excel and PowerPoint are required.Knowledge of Salesforce, Morningstar, and Bloomberg is a plus.Experience in developing and executing successful marketing strategies in the Latin American market is a plus.Excellent communication and interpersonal skills with the ability to effectively engage diverse audiences.Analytical mindset with a proficiency in analyzing data and generating actionable insights.Strong organizational skills with the ability to multitask and work under tight time constraints.We recognize potential, whoever you are. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.
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