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FRFranklin Templeton Investments

Senior ETF Sales(m/w/x)

Frankfurt am Main
Full-timeOn-siteSenior

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

  • GermanBusiness Fluent
  • EnglishBusiness Fluent
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