Sales enablement

• Support the Head of Institutional Sales and Head of Wholesale in planning, coordinating, executing, and following up on quarterly sales reviews and business plans.
• Coordinate the efforts for the restructuring Global distributions and institutional frameworks.
• Manage various requests from management in collaboration with the sales team.
• Develop and optimise tools, processes, and frameworks to enhance sales performance and client interactions.
• Collaborate with internal stakeholders to align client needs with sales strategies.
• Contribute to the integration and optimization of CRM systems (e.g., Salesforce) and BI tools for efficient sales tracking and client data management.
• Conduct in-depth analyses of client and market data to derive actionable insights (e.g., Morningstar, Allfunds…).
• Facilitate the Strategic Innovation Committee ensuring effective communication and responsibility for follow-up on action points.
   

Business Analysis 

• Conduct comprehensive analysis for business or regulatory projects.
• Serve as a liaison between sales, product, IT, and legal teams to ensure seamless delivery.

Client service activities

• Act as a second line of defense for complex client service inquiries.
• Contribute to cross-functional initiatives that address the strategic objectives of the Client Service team.