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Sales Support Specialist
hace 4 horas
Department
We are seeking a team‑oriented and proactive Sales Support Specialist to join our commercial team in Madrid. This role is essential in ensuring the smooth execution of sales activities and delivering a high‑quality service experience to our clients. The ideal candidate combines strong organizational skills, solid understanding of investment products, and a client‑centric mindset.
Position & Requirements
Key Responsibilities
Client & Sales Team Support
- Provide day‑to‑day support to the sales team across all client segments.
- Prepare sales materials, presentations, and customized client documentation.
- Ensure timely and accurate delivery of required information for clients.
- Support the preparation and follow‑up of client meetings, including agenda building, briefing notes, and post‑meeting actions.
- Support the preparation of marketing events to maximize audience and success.
Operational & Administrative Tasks
- Maintain and update CRM systems with client interactions, opportunities, and relevant data.
- Manage requests related to product information, pricing, subscriptions/redemptions, and operational procedures.
- Liaise with internal teams (operations, product, legal & compliance, marketing) to ensure accurate and timely information flow.
- Assist with the monitoring and coordination of RFPs, DDQs, and reporting requests.
Commercial Intelligence & Reporting
- Prepare regular and ad‑hoc sales reports, pipeline updates, and market insights for internal stakeholders.
- Track fund flows, competitor activity, and market trends to support the commercial strategy.
- Contribute to crafting client‑focused messaging and internal communication materials.
Required Skills & Qualifications
- Bachelor's degree with a preference for Finance, Economics, Business Administration, or related field.
- 1–3 years of experience in a sales support, client service, or operational role within asset management or financial services will be valued.
- Understanding of investment products (mutual funds, ETFs, fixed income, equities, ESG strategies).
- Exceptional organizational skills, attention to detail, and ability to manage multiple priorities.
- Proficiency in MS Office (Excel, PowerPoint), CRM systems, and digital sales tools.
- Excellent communication skills in English; additional European languages are a plus.
- Team‑oriented mindset, with a strong sense of ownership and client service.
What We Offer
- Opportunity to work within a dynamic and reputable asset management firm.
- Exposure to a wide range of investment strategies and client types.
- A collaborative, growth‑oriented environment with clear development opportunities.
- Competitive compensation package aligned with experience.
All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure.
Robeco Recruiting Team
