Regional Vice President - Offshore
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Role & Company Overview
📋 Role Overview & Responsibilities
Regional Vice President - Offshore
The primary goal of this individual will be to maximize the sale of non-US registered investment vehicles, including various investment products through the Wirehouse, Broker/Dealers, Private Banks and independent sales segments.
Key Responsibilities:Promote sales of the shares of the Amundi funds and investment vehicles within the territory; which involves engaging with local offices manager and financial advisors/investment decision makers promoting our offerings;Preparing and delivering monthly and annual territory plans to the Head of US Offshore Distribution;Judiciously utilizing assigned T&E budget to support territory sales;Promptly follow-up with customer and prospect inquiries;Fulfilling regular meeting and call frequency requirements;Logging meeting notes into the contact management platform;Maintaining updated contact details for clients and prospects;Represent Amundi in a professional manner at all times with clients and prospects.
Requirements:Strong knowledge of the Mutual Fund Industry. Minimum 2 years of relevant experience. Series 7 and 66 required.
Frequently Asked Questions
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This position is located in Miami, FL with potential relocation and sponsorship assistance depending on candidate qualifications.
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