The Sales Coverage Support Analyst works with the Sales team to support them in their client-facing activities. The Sales Coverage Support Analyst will not undertake any revenue-generating activity. They may analyze client and market data, create presentation material, and facilitate interactions with new and existing clients to allow the Sales team to make efficient use of sales opportunities.
They may be involved in liaising and supporting the client in account-related activities through their strong understanding of the roles, responsibilities, and processes that are pertinent to the client's interaction with the Bank. In addition, Sales Coverage Support works to ensure adherence to applicable internal policies and external legal/regulatory frameworks.
Ongoing relationships with the Sales Coverage team and working relationships with origination, trading, client services, and operations staff - if applicable & to the degree that is commensurate with the business area - are essential to gather information and direct client inquiries to the most appropriate point to effectively resolve issues.
Role ResponsibilitiesSupport sales team in their client-facing activities.Analyze client and market data.Create presentation material for the sales team.Support clients in account-related activities.Prepare documents for clients and KYC.ExperienceOne year experience working as a sales coverage support analyst.
Education / Personal ProfileDegree in business administration.Basic knowledge in financial tools and markets.Good written and communication skills.Excellent problem-solving skills.Proven knowledge of WM services and products, including policies and guidance.Understanding of regulatory requirements for WM products and services.High level and command of English and Spanish is required.Our values define the working environment we strive to create - diverse, supportive, and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights, and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
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