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Senior ETF Sales(m/w/x)
Managing client relationships for investment products across asset management and fintech, with targeted prospecting and cold calls. 7+ years experience in investment product sales and CFA qualification required. Frequent client travel.
Requirements
- Bachelor’s degree in Finance, economics, or equivalent work experience
- 7+ years professional experience in ETF Sales
- CFA or equivalent qualification
- Strong understanding of the financial market in Germany & Austria
- Knowledge of consultative selling skills
- Good working knowledge of the investment industry
- Excellent verbal and written German and English communication skills
- Desire and ability to network and leverage opportunities
- Ability to navigate complex organisations and build internal networks
- Results focused and a self-starter
- Strong team player with initiative
Tasks
- Act as a trusted adviser to clients and prospects
- Achieve sales and client retention targets
- Manage all activities throughout the sales process
- Raise awareness of investment capabilities through targeted prospecting
- Conduct cold calls and face-to-face meetings
- Send targeted mailings and host seminars
- Attend industry conferences to promote services
- Develop a deep understanding of market dynamics in Germany
- Support B2B sales relationships with key accounts
- Plan and execute strategic B2B sales activities
- Share market insights and client intelligence across the organization
- Maintain accuracy of prospect information in the CRM system
- Ensure compliance with regulatory requirements
- Develop and improve sales and marketing materials
- Participate in the product launch pipeline for ETFs
Work Experience
- 7 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
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Senior ETF Sales(m/w/x)
Managing client relationships for investment products across asset management and fintech, with targeted prospecting and cold calls. 7+ years experience in investment product sales and CFA qualification required. Frequent client travel.
Requirements
- Bachelor’s degree in Finance, economics, or equivalent work experience
- 7+ years professional experience in ETF Sales
- CFA or equivalent qualification
- Strong understanding of the financial market in Germany & Austria
- Knowledge of consultative selling skills
- Good working knowledge of the investment industry
- Excellent verbal and written German and English communication skills
- Desire and ability to network and leverage opportunities
- Ability to navigate complex organisations and build internal networks
- Results focused and a self-starter
- Strong team player with initiative
Tasks
- Act as a trusted adviser to clients and prospects
- Achieve sales and client retention targets
- Manage all activities throughout the sales process
- Raise awareness of investment capabilities through targeted prospecting
- Conduct cold calls and face-to-face meetings
- Send targeted mailings and host seminars
- Attend industry conferences to promote services
- Develop a deep understanding of market dynamics in Germany
- Support B2B sales relationships with key accounts
- Plan and execute strategic B2B sales activities
- Share market insights and client intelligence across the organization
- Maintain accuracy of prospect information in the CRM system
- Ensure compliance with regulatory requirements
- Develop and improve sales and marketing materials
- Participate in the product launch pipeline for ETFs
Work Experience
- 7 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
About the Company
Franklin Templeton Investments
Industry
FinancialServices
Description
The company spans asset management, wealth management, and fintech, offering innovative investment solutions globally.
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