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Director, Relationship Management, NL Institutional Solutions

In this role you will retain existing Netherlands (NL) Institutional clients through proactive maintenance and development of relationships with both clients and their consultants.

You will build relationships with new clients won by the wider NL Institutional Business, cross sell to existing clients where possible and appropriate and participate in the origination of new business and the sales process.

How you'll spend your time...

  • Understanding the client and their requirements
  • Taking every opportunity to improve the client experience
  • Delivery of SLA in respect of client tiering
  • Ensure timely response to day to day queries
  • Escalate issues as appropriate
  • Communicate investment strategy ideas and market intelligence in a pro-active manner

    • You will be an advocate for the client within Columbia Threadneedle Investments and seek the status of "trusted adviser" with clients. You will Leverage the time and resources of the investment teams effectively and ensure Salesforce accurately reflects all client details, contact activity and pipeline

    You will be expected to maintain up to date knowledge of investment markets and our strategies in order to be able to discuss the same with clients and their consultants whilst achieving all applicable regulatory and risk management standards defined to manage Money Laundering / Terrorist Financing and Sanctions risks.

    To be successful in this role you will have...

  • Prior relevant work experience
  • Strong communication skills, both written and verbal with fluent Dutch and excellent written and spoken English
  • Innovative: monitors external developments and translates these into product innovation
  • Can operate as strategic partner with the ability translate knowledge into advice
  • Must be a strong team player who is hands on, resilient and results oriented
  • Self motived who is able to function independently and take responsibility for initaves

    • It would be great if you also had

  • CFA/RBA level 1

    • About Columbia Threadneedle Investments

    Working at Columbia Threadneedle Investments you’ll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

    Here, you’ll find growth and career opportunities across all of our businesses. We’re intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients’ specific requirements.

    Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

    We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
     

    Full-Time/Part-Time

    Full time

    Worker Sub Type

    Permanent

    Job Family Group

    Sales

    Anderen bekeken ook

    Director, Relationship Management, NL Institutional Solutions

    Bedrijf:
    Ameriprise Financial
    Gemeente:
    Amsterdam
    Contracttype: 
    Vast contract, Voltijds, Deeltijds
    Carriereniveau: 
    Director
    Gepubliceerd:
    31.03.2024
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