Sales Coverage Support Analyst, Avp
hace 8 horas
The Sales Coverage Support Analyst works with the Sales team to support them in their client facing activities. The Sales Coverage Support Analyst will not undertake any revenue generating activity. The Sales Coverage Support Analyst may analyze client and market data, create presentation material and facilitate interactions with new and existing clients to allow the Sales team to make efficient use of sales opportunities. They may be involved in liaising and support the client in account related activities through their strong understanding of the roles, responsibilities and processes that are pertinent to the client’s interaction with the Bank. In addition, Sales Coverage Support work to ensure adherence to applicable internal policies and external legal/regulatory frameworks. Ongoing relationships with Sales Coverage team. Working relationships with origination, trading, client services, operations staff - if applicable & to the degree that is commensurate with the business area - to both gather information and direct client enquiries the most appropriate point to effectively resolve issues.
Role responsibilities
- Support sales team in their client facing activities.
- Analyze client and market data.
- Create presentations material for the sales team.
- Support clients in account related activities.
- Prepare documents for clients and KYC
Experience
One year experience working as a sales coverage support analyst.
Education / Personal Profile
- Degree in business administration.
- Basic knowledge in financial tools and markets.
- Good written and communication skills.
- Excellent problem solving skills.
- Proof knowledge of WM services and products, including policies and guidance.
- Regulatory requirements understanding for WM products and services.
- High level and command of English and Spanish is required
Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
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