Sales Support Executive LatAm

Job Description

About JupiterJupiter is one of the UKs leading investment management companies with just over 500 employees and £48.8 billion worth of assets under management (as at 30th June 2022).Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of internationalgrowth with offices open in EMEA, APAC and the US.The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Undergrounds Victoria line and National Rail platforms, as well as limited road crossings to the Jupiteroffice. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and lockerfacilities. The short distance to Green Park and St James Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings.We offer our UK employees a 2-1-2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home. This facilitates collaboration and allows employees to maximiseproductivity whilst maintaining a healthy work/life balance.BackgroundThis role sits as an integral part of the Latin America and US Offshore team. Principally a support role based in London, providing assistance to business development in the LatAm region and iberia.Key ResponsibilitiesIn this role you will:* Support to Latin American and Iberian accounts.* On-board clients. Coordinate the account opening process and due diligence.* Co-ordination of sales executive desk and all its tasks from telephone and email enquiries to proactive communications, invitations and event follow up and maintenance of CRM database.* Sales contact for legal, operational and finance teams for all client requests and proactive planning.* To make recommendations to Sales Director and senior management on trends, client requests, success and any issues that need escalation.* To work with the marketing events team to co-ordinate and execute the yearly plan of events with appropriate resource and infrastructure, presentations, collateral and work with 3rd parties to ensure maximum impact on sales and retention.* Identify improvements to working practices of the team and identifying client needs as our service evolves.* To contribute towards the teams sales targets and business retention aspirations.Desired Skills / Experience

• Understanding of Latin American Cultures
• Understanding of asset management in Latin America.
• Proficiency in Spanish and English is required
• Experience in or an understanding of Financial Services
• Strong organisational skills.
• Strong inter-departmental knowledge and relationships.
• Ability to work under time pressure both individually and as a team member.
• An understanding of internal and external sales functions operations
• To understand the needs of a variety of financial adviser groups and 3rd party distributors.
• Experience in providing a high level of service to key clients both
• reactively and proactively.
• Self-motivated.
• IMC qualification or willingness to study and pass the exams.

Additional Role Details

• This role is subject to the Conduct Rules set by the FCA.