Institutional Sales Director (Germany)

Frankfurt am Main, Germany
Jul 04, 2021
Jul 23, 2021
Industry Sector
Finance - General
Employment Type
Full Time
Job Description

Where you'll fit in & what our team goals are...

You will be expected to drive and create institutional business opportunities for us.

You will contribute significantly to the growth and diversification of the institutional sales plan, focusing primarily on corporates, pension funds, Versorgungswerke, endowments and regional consultants.

You will be part of the German Distribution team, reporting into the Country Head of Germany, based in Frankfurt and the Head of the Institutional Business, EMEA based in London.


How you'll spend your time...
  • Active selling of the Columbia Threadneedle's investment management product suite to institutional client segment (corporates, pension funds, Versorgungswerke, endowments and regional consultants) Final responsibilities will be discussed with the Country Head of Germany depending on the candidate's profile.
  • Responsible for growing institutional AUMs in segregated mandates, solutions and our competitive SICAV offering together with the team.
  • Coverage of local consultants and coordination with global the EMEA consultant team in London.
  • Delivering against agreed gross and net sales targets as confirmed by management.
  • Maintaining and cultivating existing client relationships, planning regular contacts and updates and working with the relevant internal teams to deliver excellent client service
  • Developing and leading client presentations.
  • Promote and enhance Columbia Threadneedle's profile through participation in industry conferences
  • Developing and maintaining ongoing distribution support and material for clients, their advisors, consultants and other marketing collateral;
  • Participating in marketing activities of the firm to ensure that they focus on addressing the requirements of the German market
  • Working closely with EMEA Client Services team and other internal teams to ensure seamless execution of the client take on and maintenance processes and execution of client due diligence;

Required Qualifications

To be successful in this role you will have...
  • Proven track record of covering and successfully selling institutional accounts with superior sales skills.
  • Comprehensive knowledge of long-term investment products across all asset classes.
  • Experience with KVGs and full understanding of the German Spezialfondsformat is essential.
  • Knowledge of the relevant German and European regulatory limitations / requirements for pension schemes and endowments.
  • Strong, Experienced, self-motivated, highly energetic individual with sharp intellect and strong business acumen.
  • Proven ability to engage successfully with clients at different levels to retain assets, market and sell in the broadest sense i.e. articulating retention points or investment ideas, client segmentation, identification of the appropriate strategy per client type and preparation and implementation of a sales plan.
  • Strong written, verbal and interpersonal communication skills to clearly articulate sophisticated concepts, ideas and processes across multiple client levels and in RFP's.
  • Results-driven mindset, action-oriented way of working, understanding skills of working in a global firm with a matrix environment whilst being a collaborative team player.
  • Fluent in German and English.

Preferred Qualifications

If you also had this, it would be great...
  • Further professional qualification like CFA, CIIA or MBA would be beneficial.


What working at Columbia Threadneedle offers....

Working at Columbia Threadneedle Investments you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
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