Institutional Sales Director, Germany

TN Germany; Frankfurt; Vor Ort; EUR 60.000 - 100.000; Vollzeit

Zusammenfassung

An established industry player is seeking a dynamic sales professional to drive institutional business opportunities. This role involves actively selling investment management products to a diverse range of institutional clients, including corporates and pension funds. You will be part of a dedicated team, focusing on client engagement and relationship management while collaborating with internal teams to deliver exceptional service. The company values a diverse workforce and offers growth opportunities across its global teams. If you're self-motivated and possess strong sales skills, this is an exciting opportunity to make a significant impact in the investment sector.

Qualifikationen

• Proven track record in covering and selling to institutional accounts.
• Comprehensive knowledge of long-term investment products.

Aufgaben

• Active selling of investment management products to institutional clients.
• Maintaining and cultivating existing client relationships.

Kenntnisse

Sales Skills

Investment Management Knowledge

Client Relationship Management

Communication Skills (German and English)

Business Acumen

Ausbildung

Degree in Business Administration

Degree in Economics

CFA or MBA

Jobbeschreibung

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Client:

51725 TMLSA - Germany

Location:

Frankfurt, Germany

Job Category:

-

EU work permit required:

Yes

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Job Reference:

Job Views:

2

Posted:

27.04.2025

Expiry Date:

11.06.2025

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Job Description:

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, insurance companies, and regional consultants.

You will be part of the German Distribution team, reporting into the Head of the Institutional Distribution, Germany.

How you'll spend your time

1. Active selling of Columbia Threadneedle’s investment management product suite to institutional client segments (corporates, pension funds, Versorgungswerke, endowments, and regional consultants). Final responsibilities will be discussed with the Head of Institutional Distribution, Germany, depending on the candidate’s profile.
2. Responsible for growing institutional AUMs in segregated mandates, solutions, and SICAV offerings, together with the team.
3. Coverage of local consultants and coordination with the global EMEA consultant team in London.
4. Delivering against gross and net sales targets as confirmed by management.
5. Maintaining and cultivating existing client relationships, planning contacts and updates, and working with internal teams to deliver excellent client service.
6. Developing and leading client presentations.
7. Promoting Columbia Threadneedle's profile through participation in industry conferences.
8. Developing and maintaining distribution support and marketing materials for clients, advisors, and consultants.
9. Participating in marketing activities tailored to the German market.
10. Collaborating with EMEA Client Services and other teams to ensure seamless client onboarding, maintenance, and due diligence processes.

To be successful in this role, you will have:

1. Proven track record in covering and successfully selling to institutional accounts with superior sales skills.
2. Comprehensive knowledge of long-term investment products across asset classes.
3. Experience with KVGs and understanding of the German Spezialfonds format.
4. Knowledge of relevant German and European regulatory limitations.
5. Strong, self-motivated, energetic, with sharp intellect and business acumen.
6. Ability to engage effectively with clients at various levels, articulate investment points, and develop sales strategies.
7. Excellent communication skills in German and English.
8. Relevant asset management experience and a degree in business administration or economics.

Desirable qualifications:

1. Professional qualifications like CFA, CIIA, or an MBA.

About Columbia Threadneedle Investments

We offer growth and career opportunities across our global teams of 2,500 employees and over 650 investment professionals, providing diverse investment strategies and bespoke solutions.

Our success relies on our talented, diverse workforce. We are committed to an inclusive workplace and supporting work-life balance. Please discuss flexible working arrangements with your recruiter.

Full-Time/Part-Time: Full-time

Worker Sub Type: Permanent

Job Family Group: Sales