• Permanent, Full time
  • Schroders Investment Management
  • 2018-09-20
  • London, England, United Kingdom
  • Competitive
  • Full time

Business Development Assistant - Wealth Management

Business Development Assistant - Wealth Management

Overview of team

The Business Development Team at Cazenove Capital supports the business in developing, monitoring and instigating new business opportunities. The primary objective of this role is to help the business meet their targets in a professional and compliant manner. You will be working within this dynamic and fast growing team, providing pivotal support to the front office team from each of our Wealth Management locations worldwide.

Key Responsibilities

The successful applicant with assist the Business Development Team in day to day operations which will include working on the pipeline management database Salesforce analysing data and producing reports to support the front office teams as well as the wider business.
Responsibilities will include:
• Data collation, entry and cleansing on Salesforce
• Produce Salesforce reports for Front Office Teams and liaise with the primary stakeholders
• Produce additional ad hoc reports using excel
• Day to day support for the Business Development Analyst
• Team admin (including travel, powerpoint presentations and booking meetings)

Person Profile

• Should have a keen interest in the investment management industry
• Excellent communication skills and ability to liaise effectively with all levels of seniority
• Ability to work on own initiative within a team environment, prioritising and organising work to ensure high quality and timely outputs
• Meticulous attention to detail with a keen eye for accuracy and consistency
• Ability to manage multiple workloads and deadlines
• Demonstrate an ability to analyse and interpret data on the business to produce internal reports

Required Skills

• Advanced level of Microsoft office, particularly Excel and Word
• Excellent organisation skills,
• High attention to detail
• Excellent written communication skills
London, England, United Kingdom London England GB