Associate, EMEA Wealth Distribution

Job Title: Associate, EMEA Wealth Distribution

Department: Wealth Management, EMEA FIG Wealth

Reports To: Senior Vice President, Head of Wholesale Distribution, EMEA

Job Summary:

This is an exciting opportunity for an individual with a minimum of 2 years' sales or client service experience to join a dynamic London-based team at a leading specialist asset manager that has great potential to grow. New York-based Cohen & Steers is a global leader in managing liquid real asset strategies – alternative investments that are in great demand – and the firm has an entrepreneurial strategy to build out its operations across the EMEA region. This role offers a rare opportunity to support a business across diverse geographies with the potential to transition into a sales or marketing role as our wholesale business expands. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities/Activities:

• Ensure that clients receive first class service:
  • On-board new accounts
  • Prepare/update presentations and reporting packages
  • Update, maintain and analyze sales trends and strategies utilizing Salesforce CRM
  • Provide support for client meetings and conference calls
• Fulfil ‘broker-desk’ function to intermediary fund distributors for UCITS fund range:
  • Answer fund specific enquiries
  • Update standard fund presentations
  • Assist in negotiation of distribution agreements
• Support strategic client relationship development efforts:
  • Maintain and develop client relationship plans
  • Provide internal reporting to senior management
  • Assist in negotiation of distribution agreements
• Provide excellent sales support to help drive AUM growth:
  • Run performance/risk metric reports and comparisons with peers in marketplace, utilising tools such as FE Analytics and Morningstar
  • Liasing with internal SMEs to obtain data required for comprehensive follow-ups with clients
  • Ensuring accuracy and completeness of data within CNS CRM system (Salesforce) 

Minimum Requirements:

• Fluent in English with outstanding written and verbal communication skills
• Minimum 2:1 bachelor degree
• Minimum of 2 years' of directly relevant client service experience
• Keen understanding of performance reporting tools (FE Analytics/Morningstar/Refinitiv etc)
• Proficient IT skills - all Microsoft office products (including skills in macro-based Excel work) and able to pick up other systems easily, including Salesforce
• Strong technical investment knowledge and sound understanding of investment products
• Strong attention to detail and sense of urgency in responding to client service and sales support enquiries
• Ability to handle multiple priorities at the same time
• Energy, drive and stamina with strong team player skills
• Desire to learn and grow with a view to take on increasing levels of responsibilities
• Language skills (preferrable): Spanish to support future growth opportunities
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
• Is able to abide by the firm’s hybrid work arrangement policy in the London office (4 days in-office/1 day remote)

Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.