Senior Associate/Associate, Business Development, Germany & Austria (Munich)

0000055810 RBC BLUEBAY FUNDS MGMT-GERMANY; München; Vor Ort; EUR 60.000 - 80.000; Vollzeit

Zusammenfassung

A leading asset management firm is seeking a Senior Associate/Associate in Business Development to support the sales service plan for Wholesale clients in Germany and Austria. Responsibilities include client reporting, preparing presentation materials, and maintaining CRM systems. The successful candidate will have fluent German and English skills, a strong understanding of financial markets, and preferably experience in asset management. This full-time position offers a dynamic work environment in Munich.

Leistungen

Comprehensive Total Rewards Program

World-class training program

Opportunities for development through coaching

Qualifikationen

• Fluent written and verbal communication skills in German and English.
• Good understanding of financial markets and products.
• Experience within the asset management industry preferred.

Aufgaben

• Support the sales/service plan for Wholesale clients.
• Coordinate presentation material for pitches and client reviews.
• Maintain and leverage the Client Management System.

Kenntnisse

Business Development

Communication

Customer Relationship Management (CRM)

Negotiation

Sales Forecasting

Ausbildung

Relevant financial certificates (CFA preferred)

Tools

SalesForce

Jobbeschreibung

Job Description

An exciting opportunity to join as an Senior Associate/Associate within the Business Development team for Germany & Austria. This role will be responsible for supporting and helping to execute the agreed sales/service plan for Wholesale clients in Germany and Austria.

What will you do?

• Support the sales/service plan for Wholesale clients and prospects in Germany & Austria, covering wholesale relationships, in line with the broader Global Business Development strategy and in support of the firm’s objectives.
• Take responsibility for client reporting matters/delivery (working closely with BlueBay’s Client Reporting team) and other periodic reports for marketing purposes.
• Coordinate presentation material for pitches and client reviews, working with BlueBay’s Presentation team and Institutional Portfolio Managers.
• Respond to client queries around investment guidelines, in collaboration with BlueBay’s Investment Portfolio Managers.
• Help with client/prospect information requests, guided by the responsible sales or client relations person.
• Host calls and meetings when required and where appropriate for due diligence, review or servicing purposes.
• Collaborate with Client Operations and Legal to ensure smooth and timely execution of contracts and agreements.
• Maintain and leverage off the Client Management System (currently SalesForce) to ensure the effective service of clients and prospects – this includes taking responsibility for the quality of the data input.
• Help to enhance efficiency, working with internal teams in London – this includes the further automation of client/prospect deliveries and the handling of investments through omnibus accounts.
• Work collaboratively with colleagues in all related functions to build strong internal relationships to effectively support the regional business development.
• Have acute awareness of all marketing prohibitions, licensing requirements and permitted activities in the relevant jurisdictions in Northern Europe.
• Ensure that activities are in accordance with applicable local laws, including that funds and services are marketed only to eligible clients according to local regulations applicable in Northern Europe.
• Understand, follow and promote compliance with BlueBay’s Global Compliance Handbook and Policies with specific focus on the Business Development and Client Relations sections, Global marketing Policy and the requirements on dealing with the media.
• Ensure electronic communications, meetings and calls with investors are recorded in Salesforce.

What do you need to succeed?

• Sets high standards of performance for self and strives to meet challenging objectives.
• Acts with integrity and within both the spirit and the letter of BlueBay's principles, policies and procedures.
• Considers own role within the commercial context and focusses on the client. Respects obligations to internal and external clients and investors and treat clients fairly.
• Displays a positive and energetic attitude, gets involved and proactively seeks out opportunities to advance the business.
• Consistently displays a ‘can-do’ attitude, perseveres in the face of setbacks and remains calm and professional under pressure.
• Establishes and maintains good relationships and works effectively and cooperatively with others. Communicates constructively, engages others positively and readily shares information and ideas.
• Seeks out insightful, smart ideas to raise personal and team standards.
• Demonstrates the ability to think creatively to find solutions.
• Responds quickly and positively to change and maintains effectiveness when experiencing change.
• Invests time in learning new skills and gaining new experiences.
• Good understanding of financial markets and products. Relevant financial certificates (such as CFA) would be a plus.
• Experience within the asset management industry preferred.
• Technologically literate.
• Fluent written and verbal communication skills in German and English
• Previous experience within Asset Management is preferred

If this role is of interest, then please include a Cover Letter in German outlining the reason for your interest.

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting

Additional Job Details

Address: 31 PESTALOZZISTRAßE:MÜNCHEN

City: München

Country: Germany

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-11-25

Application Deadline: 2026-01-26

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.