- Wholesale/Institutional client support:
- Client reporting and data provision:
- Client database:
- Competitor analysis:
- Marketing support:
- Interest in the financial area, especially the asset management industry
- Strong analytical and organisational skills
- Excellent proficiency in English and at least one Nordic language
- Studies with a finance or economics specialisation
- Initial experience in the Financial Service industry
- Commercial orientation
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Sales Associate - Stockholms kommun, Sverige - Fidelity International
Beskrivning
About the Opportunity
Job Type: PermanentApplication Deadline: 31 July 2024Title Sales Associate
Department Sales Nordic
Location Stockholm, Sweden
Reports To Richard Bentefour
Level 3
About Fidelity International :
We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Nordic sales team and feel like you're part of something bigger.
Please visit for more information about Fidelity International.
About your team :
Fidelity International opened the Stockholm Office 1996 and has played a key role in the European client growth for almost 30 years. Sustainability is a key focus area and we look forward to keep on growing the business together with new team members.
About your role :
As a member of the Nordic sales team, the Sales Associate works in partnership with the Sales team to ensure the effective and efficient implementation of the Nordic Sales & Marketing plan. The Sales Associate is responsible for supporting Wholesale and Institutional clients' requests and services offered to our Nordic professional clients. The role includes preparing, executing and following up on client queries, sales meetings and client events. It includes taking care of client reporting, but also maintaining and keeping our global CRM system (SalesForce) up to date. It takes on an integral and operational role in collaborating with product positioning, market and competitor intelligence.
Key Responsibilities :
Provide in-office support for Distribution/Wholesale/Institutional clients: Responding to client requests, preparing information and data, preparing meeting material, pitch documents, RFPs, including data compliance administration.
Prepare and distribute regular and one-off fund and market reports. Ensure that list of regular client reports is up to date. Influence developments on how to improve online reporting and web as an integrated part of the role.
Ensure client database (SalesForce) is kept up to date, support local team members on using the client systems. Managing data for internal sales reporting requirements, preparing reports.
Function as local link into central representatives, to brief in fund analysis initiatives with appropriate central teams, ensuring ongoing information flow from central team to local market in terms of competitor and market intelligence. Support preparation and positioning of specific product initiatives with Nordic wholesale/institutional clients.
Coordinate meeting and speaker requests and send out regular internal activities and opportunities reports, help with internal and external activities
About you :
We continuously explore new technologies and different ways of working to put our clients first. So, bring your boldest ideas to the Nordic Sales team and feel like you are making progress.
Feel rewarded
For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work – finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit
For more about our work, our approach to dynamic working and how you could build your future here, visit
Please note we are committed to providing equal opportunities to all candidates, regardless of background or identity. We value diversity and strive to create an inclusive environment where every individual can thrive and contribute with their unique skills.
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