BNY Mellon Investment Management has over US$1.7 trillion AUM and is the global investment management arm of BNY Mellon, one of the world's 6th largest global asset managers and 5th largest asset manager active in the European marketplace.*
*All data as at 30 June 2016, unless otherwise stated. According to Pensions & Investments, November 2015.
Institutional Sales Manager, France
To proactively sell BNY Mellon Asset Management product range and manage client relationships with an Institutional segment focus
To achieve sales targets within budget towards French Institutions (Insurers, Pensions, corporates, consultants).
To maintain and achieve activity targets.
To manage account database efficiently and keep up to date at all times.
Ensure necessary focus on key accounts.
Ensure close interaction with other members of the sales team with a view to sharing best practice.
Be responsible for feeding back to sales, marketing and management, developing marketing intelligence.
Develop a portfolio of Tier 1 and 2 institutional Clients which includes both prospects and management.
Be up to date on the requirements and on any regulation change in the Institutional Segment in France.
Provide accurate and appropriate management information to Senior Management.
Be aware of current regulatory and legal obligations of the function managed.
Report any suspected breaches to the Compliance or Legal departments, as appropriate, immediately on discovery.
Monitor, document and report business risks and internal controls of the function managed, alerting Senior Management immediately of any significant changes.
Strong appreciation of Institutional distribution within the Asset Management industry and a proven record of hitting sales targets with this client group.
Job Specific Competencies
Establishing solid client relationships.
Building and leveraging internal relationships.
Client knowledge and understanding.
Solving problems and creating solutions.
Executing the sales process.
Demonstrating our shared values with clients and co-workers.
Apply BNY Mellon Investment Management EMEA standards of 'Treating Customers Fairly' in all client dealings.
Technical Skills, Knowledge, Systems Knowledge (and associated skill level)
Thorough knowledge of BNY Mellon's Financial products
Knowledge of asset management industry
Investment Management Certificate preferred
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity Employer.