Client Service & Sales Support / Prime | Puteaux, FR

AXA Investment Managers; Puteaux; Sur place; EUR 40 000 - 80 000; Plein temps

Résumé du poste

Join a forward-thinking company as a Client Service & Sales Support professional, where you will enhance sales processes and client services. This role involves managing Salesforce, optimizing digital automation, and collaborating with teams to deliver high-quality investor communications. You'll be part of a dynamic team dedicated to providing excellent service in a global asset management firm. If you're solution-oriented and eager to grow in a diverse environment, this opportunity is perfect for you!

Prestations

Flexible working hours

Personal development opportunities

Diversity and inclusion initiatives

Social engagement actions

Qualifications

• 1+ year experience in asset management or finance sectors.
• Proficiency in Salesforce and Microsoft Office tools.

Responsabilités

• Manage Salesforce for sales optimization and reporting.
• Prepare sales activity reports and presentations for management.

Connaissances

Asset Management

Salesforce

Microsoft Office

VBA

AI Tools

English Proficiency

German Proficiency

Formation

Master's degree in Marketing

Master's degree in Finance

Master's degree in Economics

Outils

Salesforce

Eloqua

Description du poste

Client Service & Sales Support / Prime

AXA Investment Managers Puteaux, France Postuler Mise en ligne il y a 3 jours CDI Competitive

Client Service & Sales Support / Prime

AXA Investment Managers Puteaux, France Postuler

At AXA IM, our purpose is to act for human progress by investing for what matters. As a responsible asset manager, we invest long-term to help our clients, our people, and the world prosper.

As a Client Service & Sales Support reporting to the Head of Client Services, you will be part of the AXA IM PRIME business unit.

AXA IM Prime is a platform offering diversified private market returns across private equity, infrastructure, private debt, and hedge funds. With €38 billion under management, a team of seasoned professionals, and a commitment to ESG and risk management, AXA IM Prime manages €5 billion of commitments annually with over 40 employees across three offices.

DISCOVER your opportunity

Reporting to the Head of Client Services, you will work closely with the Product & Sales team to improve and automate sales and client service processes.

Product focus includes: Infrastructure, Private Equity, Private Debt, and Hedge Funds.

The company has a global presence in Paris, Germany, Japan, U.S.A., the U.K., and Italy, serving clients such as sovereign wealth funds, pensions, insurance companies, and family offices.

Your responsibilities include:

• Managing the Salesforce tool and digital automation for sales activity optimization and reporting, including structuring the tool and collaborating with internal teams on automation and AI enhancements.
• Assisting sales in defining target investor lists using various databases.
• Mastering and maintaining AXA IM Prime's automated marketing updates and communications via tools like Eloqua.
• Supporting investor coverage and third-party marketing teams by sending materials and answering inquiries.
• Maintaining investor contacts, meeting reports, and deal pipelines in CRM.
• Preparing sales activity reports and presentations for management and client meetings.

As a backup for the Client Service team, you will:

• Filter RFP sites to identify potential RFPs and analyze this data.
• Support structuring responses to RFPs and due diligence meetings, contributing to high-quality content production.
• Participate in client onboarding processes and monitor fund reporting delivery.
• Assist in referencing strategies and funds on consultant databases.

Votre Profil

SHARE your unique expertise

We welcome diverse skills and experiences.

Education / Qualifications

• Master's degree in marketing, finance, or economics.

Experience / Skills

• At least one year in asset management or finance sectors.
• Proficiency in English; German is a plus.
• Experience with SALESFORCE is essential.
• Proficiency in Microsoft Office, VBA, and interest in AI tools.

Competencies

• Solution-oriented mindset and proactive attitude.
• Creative thinking and ability to work independently in a small, high-visibility team.
• Quick learner, curious, with the ability to grasp complex concepts.
• Strong organizational skills with attention to detail.
• Excellent interpersonal and communication skills for cross-team collaboration.

A propos d'AXA

Le Groupe AXA est un leader mondial de l'assurance et de la gestion d'actifs, avec 160 000 collaborateurs au service de 105 millions de clients dans 62 pays. Nous proposons des produits en assurance, prévoyance, épargne, et gestion d'actifs, en protégeant et conseillant nos clients à chaque étape de leur vie.

Notre mission : Agir pour le progrès humain en protégeant ce qui compte.

Nos valeurs : Customer first, Intégrité, Courage, One AXA.

A propos de notre entité

Nous sélectionnons des investissements en actions, obligations, alternatifs, et stratégies multi-actifs, gérant plus de 887 milliards d'euros d'actifs. Notre approche de conviction guide nos choix d'investissement.

Page d'accueil | AXA IM FR (axa-im.fr)

AXA IM garantit l'égalité des chances et encourage les candidats avec un handicap ou autres caractéristiques protégées à postuler. Nous fournissons des aménagements raisonnables si nécessaire pendant le recrutement et l'emploi.

Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)

Pourquoi nous rejoindre ?

Nous offrons un environnement propice au développement personnel, à la flexibilité, à la diversité, et à l'engagement sociétal, notamment par des actions comme la plantation d'un arbre lors de votre arrivée.