Jobs in Walton On Thames | October 2024 Opportunities

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing.Please make an application promptly if you are a good match for this role due to high levels of interest.An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody.We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. “Rethink Everything” is our philosophy – it is at the heart of everything we do.We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.Lombard Odier Investment Managers (“LOIM”) is the asset management business of the Lombard Odier Group.In order to strengthen our Product Development and Business Strategy team, we are looking for a:Sales StrategistAbout the roleReporting to the Senior Sales Strategist, you will conduct analysis and research into sales results, sales effectiveness, customer analytics that help set go-forward sales strategy.You will work with the Senior Sales Strategist to make recommendations to Business Development Leadership with responsibility for documenting and delivering on resulting action plans.You responsibilities will also include the following:Identify and implement Management Information improvements including sales pipeline and financial management informationIdentify opportunities to improve data quality and process efficiencyPreparation and facilitation of sales planning sessions; responsibility for documenting and delivering on resulting action plansA detailed understanding of client and product financials across the geographical footprint including relevant trends & watchoutsImprove management visibility of key financial metrics including team flows and salesSalesforce: promote best practice use of Salesforce and identify mechanisms by which this can be mandated within the sales teamsTableau: define business requirements for changes, enhancements or new tableau views.Support efforts to ensure Tableau data quality.Build effective relationships with sales team members to facilitate successful work effortsLiaise with various internal departments to coordinate & deliver core business management activitiesProjects: participate in cross functional projects as necessary where sales related business requirements & guidance are necessaryProduce ad-hoc sales & business development presentations as requiredCreation of one-off & ongoing reports to support the above activitiesYour profile+ 5 years of experience working in a strategy or sales role within an asset management organizationStrong communication skills, both written and spokenTechnical knowledge of financial instruments and marketsIn depth knowledge of investment fund and financial regulationsStrong knowledge of the mutual fund market landscapeAbility to interpret qualitative & quantitative financial data and provide insightful positioningAdvanced knowledge of Microsoft Office applications (particularly Excel, and PowerPoint)Excellent analytical skills that offer insight into sales results, sales effectiveness, and that help set go-forward sales strategyAdvanced knowledge of Salesforce & TableauOur Maison’s DNA is defined by five core values.Excellence drives us to be the best at what we do, while Innovation fuels our progress.Respect underpins every interaction, and Integrity shapes our actions.Together, we are One Team, united in serving our clients with unwavering dedication.As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates.Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs.We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.It is an exciting time to join our Teams.All applications will be handled in the strictest confidence.

What You Will DoScroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.As a Planner at Johnson Controls, your role is crucial in supporting our branch Installation Teams. You'll ensure our engineers stay busy and appointments run smoothly. You'll work closely with Field Line Managers to tackle any issues and keep customer no-shows to a minimum. ????????What We OfferCompetitive salary25 days holiday + Bank Holidays, sick payComprehensive benefits: pension, life assurance, employee assistance, referral scheme, discounts on brands, cycle-to-work scheme, and Johnson Controls products ????????Plenty of training opportunities to grow your skills ????Supportive team environment fostering collaboration ????Career paths in Customer Service and beyond ????Commitment to safety with our Zero Harm policy Access to business resource groups ????Training on our company values ????How You Will Do ItHandle incoming and outgoing calls across the UK ????Boost engineer productivity by planning their schedules and ensuring they have everything they need ????Use our resources efficiently, including subcontractors, to minimize delays Coordinate timely delivery of materials for customer visits, working with suppliers to meet customer expectations ????????Assist field activities by providing job details to engineers, processing payments for additional services, and scheduling follow-up visits ????????What We Look ForRequired:Previous experience in customer service ????Basic computer skills ????Preferred:Experience in scheduling or planning ????Knowledge of our industry ????#LI-MS2#LI-Onsite