Business Development Assistant - Wealth Management  …

Schroders Investment Management
in London, England, United Kingdom
Permanent, Full time
Last application, 26 Jun 19
Competitive
Schroders Investment Management
in London, England, United Kingdom
Permanent, Full time
Last application, 26 Jun 19
Competitive
Schroders Investment Management
Business Development Assistant - Wealth Management
The main responsibilities of the role are to assist the Business Development team with day-to-day admin tasks and inputting and monitoring data using the pipeline management system Salesforce.

Responsibilities:

• To ensure that Salesforce data is fit for purpose by supporting the front office teams with their input this will include general data cleansing and monitoring
• Support the Business Development team in producing reports using Excel and Salesforce
• Sync the WM UK Business Development outlook diary to Salesforce daily/weekly
• Assist the BD team with ad hoc intel requests
• General BD Team admin support to include: booking meeting rooms, travel, taking minutes and producing power point slide presentations

1. Salesforce
• Database maintenance to include input, cleansing and monitoring
• Sync BD outlook diary against intermediaries in Salesforce
• Provide MIS Data when required
• Support Intermediary strategy by providing reports
• Building Dashboards
• Provide Salesforce training to new users

2. Client Enquiries
• Monitor phone line and Client Enquiries inbox
• Assist in the co-ordination of recording enquiries using our CRM database, Excel and Salesforce

3. Intel Desk service:
• Research and analysis of UHNW, Companies and Wealth Events to include:
- Producing dossiers using a Wealth Mining database or other search engines
- Supporting requests from core initiative teams

4. BD Intranet Site
• Update and manage the BD page on sharepoint

5. BIOs
• Manage the up keep of the front office Bio directory

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