Natixis Investment Managers multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world's largest asset managers1 with more than $1.5 trillion assets under management2 (€1.3 trillion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals.
Natixis Investment Managers operates in key markets around the world. In the Asia Pacific region, we have offices in Beijing, Hong Kong, Seoul, Singapore, Sydney, Taipei and Tokyo.
The Opportunity
We are looking for a Wholesale and Retail Sales Trainee who will be assigned to support the Wholesale team covering Southeast Asia. This role reports directly to the Senior Director, Head of Wealth, Hong Kong, Singapore & SEA.
Primary role of the position is to support the activities relating to wholesale sales prospecting and client servicing in Southeast Asia. The individual is expected to assist with all roadshows, events and marketing and sales activities conducted by the Singapore Business Development Unit (BDU).
Key Areas of Responsibility:
- Assist the Sales team in preparing, customizing, and updating client-facing materials, including pitch decks, fund updates, and write-ups, utilizing insights provided by investment teams
- Support all event and roadshow activities which include collating relevant materials to be used for meetings and presentations, work closely with the marketing team in the run up to the event and any other relevant preparation work as needed
- Coordination and liaison with internal support teams on the completion of RFPs, proposals and fund update/review materials
- Collaborate with Natixis IM's Legal, Compliance, Finance, Reporting and Product teams to ensure efficient internal operating procedures are in place to support sales lifecycle.
- Manage corporate action notification process for SG clients with Legal and Fund Operations teams
- Preparation of responses to client queries, ranging from operational elements to basic investment-related questions, under the guidance of Sales Perform simple analysis of competitor funds/strategies including performance rankings and where relevant, work with Solutions team and Product & Marketing Intelligence (PMI) team in London
- Coordinate release of fund updates, white papers, research pieces, market updates, etc to prospects & clients
- Maintain and update wholesale contacts in CRM
- Assist Sales to prepare call reports, Management & Strategy Reports and ad-hoc market analysis
- Assist with marketing requests, including setting up third-party databases, proofreading translations, and obtaining compliance approvals for marketing materials
- Work with clients, Sales, Fund Operations and Finance teams to achieve rapid resolution of distributor issues that may arise involving trailer rebate payments
- Coordinate with Finance teams to ensure accuracy of sales numbers for SG distribution team in CRM
Selection Criteria:
- Fresh university graduate in Business/Economics/Accountancy or a related finance discipline with less than 2 years of working experience
- Previous work experience within Financial Services industry in Asset Management, Private Banking, Wealth Management or Professional Services
- Proficient in Microsoft Office, including Microsoft Word, Excel and PowerPoint. Ability to pick up use of various tools for performing peer comparisons and fund analytics, e.g. Morningstar, consultant databases, Bloomberg
- Work well in teams and possess a strong aptitude to client servicing work
- Attention to details and the ability to deliver high-quality work promptly is important
- Ability to manage time and priorities are also required
- Fluent written and verbal communication in English, an additional Asian language will be an advantage
