Principle Accountabilities
The primary purpose of the role is to:

• Plan and deliver the support functions required to enable the UK distribution sales team to liaise with prospects and clients on the Amundi Active fund rage. This will primarily, though not exclusively, include:
  • Regularly update the internal CRM system to ensure activity is accurately recorded and monitored
  • Use a range of internal portals and resources to produce Amundi fund presentations and pitches
  • Build and maintain relationships with all internal departments to ensure swift and efficient responses to client requests.
  • Liaise closely with marketing to help co-ordinate and prepare for in-house events and those hosted by third parties; as well as maintain client contact lists for email campaigns
  • Help in the preparation and review of relevant KYC and Distribution Agreement documentation
  • Diligently build and proactively maintain comprehensive action plans for key local clients.
  • Maintain the sales pipeline to ensure its accuracy reflects the current opportunities for the Amundi active product suit
  • Work closely with the Amundi custodian, the products team, retail platforms and clients to ensure a smooth process for KYC documentation, platform agreements and share class launches
  • Understand and effectively communicate the daily net flows of assets into and out of Amundi funds in the UK
  • Utilise the tools available to help provide market research on Amundi funds with competitor strategies. Competence in Morningstar Direct is an advantage

Treating Customers Fairly (TCF) & Consumer Duty

• Be open and transparent in the way you deal with our clients
• Ensure that wherever possible the interests of our clients are put first. Specifically, in relation to your role, TCF should be considered in the following areas:
• The marketing and promotion of the funds
• The sales process
• The provision of post-sale information to the customer and the complaints process

Risk

• Be aware of the risks to the firm, and to its clients, of your actions and responsibilities
• Ensure that as these risks change, or new risks arise, these changes are clearly communicated throughout the firm as appropriate
• Manage these risks appropriately including involving your line management and compliance as necessary

Skills, abilities & personal qualities

• Team player with a natural approach to productive collaboration benefitting the central Business case
• Presentable/Diligent/Honest/Self Motivated
• Detailed knowledge of Investment process for all Funds
  
  

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• An excellent working knowledge of Microsoft office; in particular Word, PowerPoint, Excel and Outlook
• An understanding or experience of Offshore funds, in particular those domiciled in Luxemburg or Dublin
• A detailed knowledge of the UK regulatory landscape, with an excellent track-record of compliance 
• Take proactive steps to keep up to date with regulatory updates to ensure a detailed understanding of compliance pertinent to your work

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