Key Accountabilities
- In their role the individual in this position will be required to:
- Develop relations, drive sales, and service fund selectors and financial advisors in the territories in scope (NY, Texas, Miami, Brazil). Be a key contributor to the Americas Offshore distribution team, which covers seven countries in three languages.
- Support sales and marketing activities with our third-party distribution partners in LatAm and Brazil.
- Be near-native or native Portuguese speaker. Fluent Spanish is also ideal.
- Possess advanced Excel and PowerPoint skills. Develop and/or possess working knowledge of Morningstar and/or other fund and market databases. Use this knowledge to help research and maintain analyses of competitors, peer groups, and other relevant market information.
- Provide support in the preparation and coordination of roadshows and events.
- Create and update custom marketing materials for the US offshore/LatAm onshore market.
- Possess or develop industry and business relationships in target distributors (i.e. Citi, UBS, Morgan Stanley, Santander, Itau, XP, Avenue).
- Develop strong knowledge of our investment capabilities, products, and competitive landscape.
- Have strong interpersonal and communicational skills. Be results oriented and organized.
- Have a strong understanding of macro conditions, risks, and opportunities.
- Be able to present eloquently and succinctly our company, products within the context of financial markets and competing strategies from other firms.
- Help coordinate and execute with Marketing and Client Service our communications campaigns and activity in social media (Linkedin) and online. Maintain distribution lists and keep track of sales activities and flows.
- Build and maintain relationships with global, internal investment teams to coordinate and structure presentation and marketing materials.
- Work with Operations team and TA to assist with client trade inquiries.
- Work hand-in-hand with US compliance to ensure all materials are in line with regulatory standards.
- The person is required to adhere to AXA IM's policies and the relevant regulations that govern our business.
- Collect and maintain client data as needed for KYC & AML purposes within Salesforce, our CRM tool.
Your Profile
Role Requirements
Education/Qualifications:
Experience:
- +2-3 years in Asset Management in equivalent sales role
Knowledge and Skills:
- Portuguese, and Spanish language; Series 7.
Competencies:
- The person is expected to have a great degree of professionalism and attention to detail, strong teamwork culture and excel in communication skills. The person should be client oriented and able to provide high quality service. Teamwork is fundamental but the person should also able to work independently, be self-motivated and able to work without constant direct supervision.
The salary range for this Sales Associate role is between $120,000 and $180,000. The final offer will be based on the candidate’s experience, skills, and overall fit for the role, in line with internal and external benchmarks.
About AXA
The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries.
We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management.
Our mission: To act for human progress by protecting what matters
Our values: Customer first, Integrity, Courage and One AXA
About The Entity
At AXA IM we are investing with a clear purpose – to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets.
AXA Investment Managers | Home | AXA IM Corporate (axa-im.com)
AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.
Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)
What We Offer
We are committed to offer you an environment where you can:
Grow your potential: Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities.
Shape the way you work: Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.).
Thrive within a diverse community: Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce.
Move the world forward: Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the
AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.
