Investment Banking French jobs

JOB TITLE: Client Relationship Adviser - London

LOCATION: London

REPORTING TO: Partner and Sales Director

The Company:

Since our founding in 2003, at Athena Advisers, we have built relationships with our clients and their families to invest in sound property assets in world-renowned destinations. With offices in London, Lisbon, and the French Alps, our team of international Advisers is dedicated to helping you navigate local market opportunities.

We meticulously curate our diverse property portfolio, offering everything from alpine ski chalets to sleek townhouses and beach houses, each selected for its investment potential and lifestyle appeal. As remote working reshapes how people view second homes, we recognize these properties as safe havens that preserve wealth, generate income streams and enrich lives.

Working with developers has allowed us to build value for investors and neighbourhoods by influencing the aesthetic, the design and the thinking around property development.

We believe that investing across borders should be simple and accessible for our clients, wherever they are in the world. Athena’s approach has a worldly mindset and a local understanding to ensure a fruitful and sound journey into real estate investment and lifestyle experience. Join our mission.

Athena Advisers - Property. Investment. Lifestyle: https://www.youtube.com/watch?v=GPSgfO2c5BI

The Role:

We are looking for a proactive and detail-oriented Client Relations Adviser to join our team in London. In this role, you will serve as the primary contact for our clients, delivering exceptional service and ensuring smooth operations.

Your responsibilities will include managing client documentation, partnership agreements, and compliance matters, all while fostering strong client relationships. You will build and maintain connections with clients, addressing inquiries and concerns promptly. Overseeing all client-related documentation, you will ensure conformity to industry regulations and company policies.

Additionally, you will support the sales process by understanding client needs and collaborating with the sales team to identify growth opportunities. Your innovative strategies will drive business development campaigns and help uncover new value propositions through both existing and new channels.

You will also play a key role in enhancing the company’s reputation by gathering client feedback to inform continuous improvement efforts.

To excel in this role, you should have proven experience in client relations or a similar position, strong organizational and multitasking skills, and excellent communication abilities. A proactive approach to problem-solving and innovation is essential, as this position is crucial for ensuring client satisfaction and driving the company's success.

Please visit Athena Advisers - Why Work With Us?

High-Level Goals

● Coordinate and manage all necessary documentation to kick-start the process of each sale

● Provide personal assistance between developer, lawyer/notary, and client, ensuring they fully understand the sales process and the content of all documents

● Oversee sales process follow-up.

● Work cross-functionally with sales and marketing teams to enhance after-sales service offerings.

● Improve customer relationship management (CRM) strategies to boost service performance and ensure the CRM is kept up to date.

● Provide guidance and support to clients with inquiries regarding the property (plan, layout, delivery, etc.) to reduce the interaction between the client and the developer

● Chase all parties involved to keep their motivation to a high level and ensure they are all working towards the scheduled exchange deadline

Core Responsibilities

Responsibilities will include, but are not limited to, the following:

● Report regularly to the sales team regarding their specific clients

● Update regularly to the client and the team regarding the work evolution of each project

● Monitor all sales through to successful completion and respond in a timely fashion to client and agent inquiries

● Promote and sell after-sales services to support owners during their property acquisitions.

● Introduce owners to reliable vendors and service providers.

● Manage the performance of after-sales services and negotiate with new vendors to onboard them as partners.

● Create, issue and ensure the timely payment of invoices

● Work closely with the finance department to ensure smooth financial operations and reporting.

● Coordinate and follow up on all department invoicing. Update tracking on all in-house systems (CRM, G-DRIVE)

Education

● Bachelor’s degree in business administration or a related field, or demonstrable experience and success within client/vendor relationships roles.

Experience

● Exceptionally strong customer service skills gained in a fast-paced client service environment

● Good understanding and experience using a CRM system (Salesforce is an advantage but not mandatory).

● Previous experience in compliance with a good understanding of AML laws is required.

● Experience in invoicing

● Excellent organizational and planning skills and a good understanding of off-plan real estate management

● At least 2/3 years of experience

Skills

● Excellent written and verbal communication skills in both English and French. Portuguese a distinct advantage (not mandatory)

● Strong IT skills with advanced MS Office Suite and Google Suite skills.

● Good understanding of all policies & procedures

Personal Attributes

● Results-driven and highly motivated.

● High level of professionalism and integrity.

● A multitasker with the ability to work under pressure and to deadlines

● Excellent attention to detail and accuracy with a high level of numeracy

Additional Requirements

● Have a flare for numbers and work well with people

● Self-motivated to learn new concepts and participate in new projects.

● Pro-active ‘doer’, keen to roll your sleeves up and make a big difference as part of the team

● Bags of energy and a positive can-do attitude

If you are a driven and resourceful professional with a keen desire to contribute your skills and expertise to a dynamic organization, we would love you to join us on our journey of innovation and excellence at Athena.

For more opportunities at Athena, go to Become an Athenian

Pay: £30,000.00-£40,000.00 per year

Experience:

• Compliance management: 1 year (preferred)
• Drafting contracts: 1 year (required)

Language:

• French (required)
• English (required)

Work Location: In person