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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong capabilities in Real Estate sales, client management, and compliance processes, with proficiency in Salesforce and Microsoft Office tools. Possesses excellent communication skills and a proactive approach to problem-solving and collaboration.
Highest-signal resume keywords
Real Estate SalesSalesforce ProficiencyClient ManagementCompliance Process ManagementMarket Research
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Numeracy SkillsAttention to DetailMicrosoft WordMicrosoft PowerPointMicrosoft ExcelCRM SystemsInvestment Products KnowledgeReal Estate KnowledgeResearch SkillsProject Management
Soft Skills
Excellent Written CommunicationTeam-Player OrientationProactive AttitudePlanning and Organizing SkillsAdaptability
Tools & Technologies
SalesforceMandatewirePreqinWith Intelligence
Industry Keywords
Investment ManagementReal Estate InvestmentReal AssetsClient OnboardingRFP Preparation
About the role
Key responsibilities & impact- Drive Real Estate sales across Europe with the wider Real Estate specialist team
- Track specialists’ activity and pipeline, including Salesforce data completeness
- Complete compliance training and manage the compliance process for client marketing
- Carry out Salesforce assessments, liaise with compliance and marketing teams, and maintain records
- Organize marketing material requests with marketing and compliance teams
- Attend internal calls and assist with stakeholder updates, fund updates, pipeline calls, and management meetings
- Lead coordination of RFP preparation and delivery for Real Estate strategies
- Assist with client queries on portfolio-related matters and follow up with relevant internal teams
- Participate in client meetings and preparation, including research, marketing materials, and follow-ups
- Lead distribution-related event coordination with Marketing
- Project-manage due diligence processes and organize client onboarding
- Conduct ongoing market and prospect research using Mandatewire, Preqin, and With Intelligence
Requirements
What you’ll need- Degree qualified with a strong academic track record
- Excellent written and spoken literacy
- Numeracy skills and strong attention to detail
- Fully proficient in Microsoft Word, PowerPoint, and Excel
- Previous work experience within Investment Management and/or Real Estate Investment preferred but not required
- Understanding of Investment Products, Real Estate, or Real Assets preferred but not required
- Willingness to develop knowledge independently and from colleagues/peers
- Experience with CRM systems such as Salesforce advantageous
- Additional European language skills advantageous
- Eager to learn, highly motivated, proactive, and willing to use initiative
- Ability to deliver results and meet client expectations
- Planning and organizing skills
- Ability to follow instructions and procedures
- Ability to adapt and respond to change in a dynamic environment
- Presenting and communicating information through writing and reporting
- Team-player orientation and ability to collaborate closely with colleagues and shared service partners
Benefits
Comp & perks- Training in product knowledge, process and systems, and relationship management skills
- Collaborative in-office environment
- Meaningful learning experiences and development pathways
- Future-focused skills and AI tools