Duties & Responsibilities

Managing Client Intelligence

· Structure and complete the information on existing clients in the CRM (by location, interest in particular products)

· Regularly read newsfeeds of client magazines/general news and use the info for generating new opportunities or updating existing relationships

· Generate new contact opportunities from the CRM

· Generate new contact opportunities from LinkedIn

· Manage newsletter registrations for clients

· Manage LinkedIn relationships and posts

Sales and Roadshow Support

· Generate target lists in each area

· Find locations for teach-ins

· Call clients to ask for participation

· Develop an itenary itinerary

· Help prepare meetings with materials

· Assist with travel booking

· Follow-up on roadshow with materials

· Alternatively book online webcalls

· Respond to retail investor inquiries