Descrizione Lavoro
Relationship Management Associate - 12mth Fixed Term ContractThere is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.POSITION PURPOSEAbout this positionThe Relationship Management Associate (RMA) role will play an important role in supporting the T Rowe Price Italy Intermediary Sales Team. The successful applicant will have the opportunity to be part of a vibrant team working in a fast paced and friendly environment with several Relationship Managers (RMs), supporting them in a variety of ways including meeting preparation and follow up, reporting and research, Salesforce (CRM system) management, managing pipeline and opportunities and liaising with other teams across the business such as Marketing, RFPs and Operations.The RMA will support both the Advisory sales team - looking after the retail business through Financial Advisors, Private Bankers and Bank's branches - and the Discretionary team - which deals with fund selectors, portfolio managers and their back offices.We are looking for a driven and ambitious individual with a genuine appetite for Investment Management and a passion to learn more about funds, financial markets and the industry. Outstanding communication and organisational skills along with excellent attention to detail and being able to multi task and work calmly in a fast paced environment is essential. The ability to build long lasting relationships both internally and externally is also very important for the role.Principal ResponsibilitiesProvides client service and sales support of a high quality, such as :Assisting Relationship Managers in preparation for client meetings, preparing sales presentations, assembling material, delivering notes where relevantSourcing sales material and updating sales and educational presentations used by Relationship ManagersAssisting and contributing to the successful organization and delivery of webinars and other client events, both physical and virtual : this includes inviting clients and following upAssisting in the onboarding of new clients, liaising with the client's departments and internal relevant teams, such as Legal, Investments, OperationsResponding to ad-hoc client requestsFacilitating the implementation and / or delivery of client reportsRequesting Requests for Proposal, Due Diligence questionnaires or any non-standard presentation materials for anticipated client sales pitches, meetings or eventsAssisting in the completion of the above RFPs / DDQsCompleting any client / internal meeting notes and follow-up as agreed with the Relationship ManagersMaintaining client records, contacts, opportunities and at risk business in the Client Relationship Management system (Salesforce)Liaises closely with Local and Global Marketing in relation to any planned client communication or events and assists with client-related preparation. The incumbent will be responsible for preparing, together with the relationship managers, details of client contacts for any communication and for following up after any event or activity as assignedLiaises and coordinate with other internal teams, such as the Investment Team, RFP team, Operations, Account Liaison, Marketing Data in order to respond to client enquiries,Builds a thorough understanding of key investment strategies and establishes relationships with the investment teams. Develops detailed understanding of the applicable investment vehicle structures.Proactively identifies and raises suggestions for improvements to the quality and effectiveness of processes and customer servicePERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONSRequiredAbility to quickly identify internal and external client needs / expectations and propose solutions, leveraging outstanding active listening and related skill setsDemonstrated ability to comprehend and effectively adapt to new internal / external client information and situationsStrong team player, ability to work in partnership with RMs and Marketing teamSound judgment, problem solving and excellent organizational and time management skillsHighly effective communication (verbal and written), collaboration and influencing skillsDriven to achieve firm and client priorities : motivation, enthusiasm, perseverance and resilience are hallmark personal traitsCapacity to effectively manage and deliver on multiple tasks / projects, both strategic and tacticalStrong interpersonal skills that enable effective initial rapport-building with internal and external clientsAbility to establish genuine, collaborative long-term relationships with internal and external clientsDemonstrates high et
#J-18808-Ljbffr