Beschreibung

You will drive growth by supporting senior managers in nurturing key financial partnerships. Your day-to-day involves coordinating across departments and managing events to deliver top-tier service.

Anforderungen

• •Degree in Business, Economics, Finance, or related
• •Desirable CFA, CAIA, CIIA/CEFA qualifications
• •Minimum 2 years mutual fund distribution experience
• •Desirable wholesale client contacts in Germany/Austria
• •Strong understanding of asset classes and markets
• •Basic understanding of Private Markets
• •Foundational knowledge of regulatory landscape
• •Remarkable service orientation and communication skills
• •Experience maintaining client relationships
• •Confident, persuasive, and committed approach
• •Solution-oriented with high initiative and adaptability
• •Ability to think and act conceptually
• •Integrity, professionalism, and team-player mentality
• •Fluent German and English proficiency
• •Proficiency in MS Office and PowerPoint
• •Proficiency in CRM tools like Salesforce
• •Familiarity with GenAI tools like ChatGPT

Aufgaben

• •Collaborate with Senior Business Developers to drive growth
• •Expand relationships with banks and wealth managers
• •Coordinate with internal departments to deliver client service
• •Meet all regulatory and reporting requirements promptly
• •Record all client activities accurately in the CRM tool
• •Maintain high engagement to achieve team sales targets
• •Handle organizational and technical inquiries from distribution partners
• •Organize and manage Requests for Proposals
• •Create tailored sales and product materials
• •Execute in-person and digital sales events
• •Conduct product presentations for selected clients

Tools & Technologien

Benefits