Directeur/directrice du développement des affaires
Core
Drive sales and asset retention for CI Global Asset Management's investment products by acting as a sales advisor and training financial advisors.
Role type
Business Development Director (Sales & Retention)
Builds
Sales campaigns, client relationships, and market share growth for CI Global Asset Management
Domain
Wealth Management / Asset Management
Deliverable
client delivery
Required skills
proactive sales calling, account management, sales campaign development, market research, financial product knowledge, Microsoft Office expertise, time management, creative problem solving
Preferred skills
none stated
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Execute proactive sales and calling campaigns for existing and potential clients, generate recommendations for district vice presidents, manage account and customer service tasks for established clients, respond to inquiries on fund management strategies and portfolio manager styles, develop sales campaigns and materials, assist with compliance questionnaires, compile regional sales and asset reports, gather client and competitor intelligence, collaborate with team members, perform administrative functions as needed
Seniority
Mid-level, hands-on IC
