Sales Support Specialist Asset Management

Madrid - Spain

Monthly Salary: Not Disclosed

Posted on: 11 hours ago

Vacancies: 1 Vacancy

Job Summary

Department

We are seeking a teamoriented and proactiveSales Support Specialistto join our commercial team in Madrid. This role is essential in ensuring the smooth execution of sales activities and delivering a highquality service experience to our clients. The ideal candidate combines strong organizational skills solid understanding of investment products and a clientcentric mindset.

Position & Requirements

Key Responsibilities

Client & Sales Team Support

Provide daytoday support to the sales team across all client segments.
Prepare sales materials presentations and customized client documentation.
Ensure timely and accurate delivery of required information for clients.
Support the preparation and followup of client meetings including agenda building briefing notes and postmeeting actions.
Support the preparation of marketing events to maximize audience and success.

Operational & Administrative Tasks

Maintain and update CRM systems with client interactions opportunities and relevant data.
Manage requests related to product information pricing subscriptions/redemptions and operational procedures.
Liaise with internal teams (operations product legal & compliance marketing) to ensure accurate and timely information flow.
Assist with the monitoring and coordination of RFPs DDQs and reporting requests.

Commercial Intelligence & Reporting

Prepare regular and adhoc sales reports pipeline updates and market insights for internal stakeholders.
Track fund flows competitor activity and market trends to support the commercial strategy.
Contribute to crafting clientfocused messaging and internal communication materials.

Required Skills & Qualifications

Bachelors degree with a preference for Finance Economics Business Administration or related field.
13 years of experience in a sales support client service or operational role within asset management or financial services will be valued.
Understanding of investment products (mutual funds ETFs fixed income equities ESG strategies).
Exceptional organizational skills attention to detail and ability to manage multiple priorities.
Proficiency in MS Office (Excel PowerPoint) CRM systems and digital sales tools.
Excellent communication skills in English; additional European languages are a plus.
Teamoriented mindset with a strong sense of ownership and client service.

What We Offer

Opportunity to work within a dynamic and reputable asset management firm.
Exposure to a wide range of investment strategies and client types.
A collaborative growthoriented environment with clear development opportunities.
Competitive compensation package aligned with experience.

All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure.

Robeco Recruiting Team

Required Experience:

DepartmentWe are seeking a teamoriented and proactiveSales Support Specialistto join our commercial team in Madrid. This role is essential in ensuring the smooth execution of sales activities and delivering a highquality service experience to our clients. The ideal candidate combines strong organiza...