Client Relations Specialist

Investment Management Sales Support 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 for the DACH director Generate new contact opportunities from LinkedIn Manage newsletter registrations for clients Manage LinkedIn relationships and posts of the DACH director Sales and roadshow support Generate target lists in each area of the DACH region Find locations for teach-ins Call clients to ask for participation Develop an 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 Webinar support Set up new webinars Invite clients to webinars Set up presentation for webinars Help moderating the webinars Follow-up key clients Event support Coordinate with pan-European marketing on event participation and sponsoring Set up event presence, physically source event with materials and staff Attend events in the DACH region Follow-up DACH events Marketing support Coordinate with pan-European marketing on campaigns and events in the DACH region Help marketing with contacts and content for ad campaigns and event presence Watch activities of competitors in DACH region Content creation Maintain German versions of product and sales presentations Help setting up content for newsletter and Social Media in German language Based in London preferably with Italian, French and English language.

Location: London, GB

Posted Date: 5/16/2025