Senior Associate, DACH Institutional Client Services & Business Development (M/W/D)

Dimensional Fund Advisors; München; Vor Ort; EUR 60.000 - 80.000; Vollzeit

Zusammenfassung

A leading financial services firm is seeking a Senior Associate in Munich to support relationship management and business development. This role involves working closely with institutional clients to understand their investment needs, requiring strong analytical and communication skills in both German and English. The ideal candidate will thrive in a dynamic environment and contribute to a high-performing team while enjoying opportunities for career growth.

Leistungen

Comprehensive benefits package

Educational initiatives

Career development opportunities

Qualifikationen

• Strong understanding of local regulatory requirements.
• Experience in client management and relationship building.
• Capability to work in a fast-paced environment.

Aufgaben

• Support relationship management and business development activities.
• Manage client onboarding and provide high-quality service.
• Collaborate with various teams to deliver investment solutions.

Kenntnisse

Analytical skills

Numeracy skills

Client service

Communication skills in German and English

Time management

Ausbildung

Bachelor's Degree in Finance, Business, or Economics

Tools

Excel

PowerPoint

Word

Jobbeschreibung

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

Senior Associate, Institutional Client Services and Business Development (M/W/D)

Germany, Austria and Switzerland are strategic countries for the firm, and we are growing our team based in Munich.

We work with large Institutions, Financial Intermediaries, Insurance Companies, Banks and Wealth Managers and by building strong relationships with these organisations, Dimensional is better equipped to understand their investment needs and identify opportunities.

The team use their detailed knowledge of the broader investment industry and Dimensional’s unique investment approach, to provide solutions for prospects and clients across the region.

This role, which reports to the Head of the Client Relationship Group, EMEA, will be embedded in the Munich office and will largely be managed by local leadership.

This is a fantastic opportunity to join a high calibre group of people who demonstrate drive, ambition, and initiative. In return, you will be rewarded with genuine career development opportunities.

The Opportunity

As a Senior Associate within EMEA’s Global Client Group, you would be responsible for supporting activities in business development, relationship management and client servicing. You will play an integral role in delivering high quality relationship management, superior query resolution expertise and highly detailed technical investment support. It will be through the application of these tasks and interactions that you will deliver an outstanding Dimensional experience for our clients.

Responsibilities

• Support Regional Directors with all aspects of relationship management and business development for both new and existing clients.
• You will be fully adept at navigating local regulatory, legal and marketing requirements in Germany
• Actively empowered to lead on an agreed group of organisations and implement a proactive outreach strategy.
• Attend and/or lead appropriate meetings with clients and prospects.
• Develop and maintain client facing presentations and many other aspects of business development.
• Assist in procurement activities through Requests for Information, Requests for Proposals or Due Diligence Questionnaires.
• Work closely with others across Dimensional, both locally and globally, to manage projects and initiatives for the Global Client Group. You will interact with Legal, Compliance, Marketing, Investments, Trading, Operations and Portfolio Analytics teams regularly.
• Strong articulation of Dimensional’s investment approach and how this benefits clients.
• Maintain up-to-date knowledge of our investment strategies, including opportunities to customise this for segregated accounts.
• Manage all aspects of Client onboarding, Transition Management and changes/updates to investment guidelines or legal agreements.
• Maintain client and prospect information in Dimensional's CRM system by accurately and timely recording of activities.
• Review work, actively mentor, develop, guide and share feedback with new and current team members.
• Foster and leverage relationships with new colleagues and our other DFA offices.

Qualifications

• A strong knowledge of the local structural considerations (for example: Custody, KVG/KAG and Regulatory)
• Bachelor's Degree, or equivalent, in Finance, Business, Economics or related field preferred.
• Demonstrate a strong record in delivering exemplary client service.
• Proven analytical and numeracy skills with a high attention to detail.
• Excellent time management, prioritisation skills, resourceful and analytical.
• Strong written and verbal communication skills in both German and English with client presentation capability.
• Ability to work effectively in a fast-paced environment and to tight deadlines.
• Confident self-starter capable of managing multiple projects.
• Strong computer skills with proficiency in Excel, PowerPoint and Word.

Senior Associate, Institutional Client Services und Business Development (M/W/D)

Deutschland, Österreich und die Schweiz sind strategische Länder für Dimensional, weshalb wir unser Team in München weiter ausbauen.

Wir arbeiten mit großen Institutionen, Finanzintermediären, Versicherungsgesellschaften, Banken und Vermögensverwaltern zusammen. Durch den Aufbau enger Beziehungen zu diesen Organisationen ist Dimensional in der Lage, deren Anlagebedürfnisse zu verstehen und Chancen zu erkennen.

Das Team nutzt sein detailliertes Wissen über die Investmentbranche und den einzigartigen Investmentansatz von Dimensional, um potenziellen und bestehenden Kunden in der gesamten Region Lösungen anzubieten.

Diese Position, die dem Leiter der Client Relationship Group, EMEA, unterstellt ist, wird in der Münchner Niederlassung angesiedelt sein und größtenteils von den lokalen Führungskräften geleitet werden. Sie bietet eine fantastische Gelegenheit, sich einem hochmotiviertem, ehrgeizigem Team anzuschließen mit echten Karrierechancen.

Die Gelegenheit

Als Senior Associate in der Global Client Group-EMEA sind Sie für die Unterstützung in den Bereichen Geschäftsentwicklung, Beziehungsmanagement und Kundenbetreuung zuständig. Sie spielen eine wesentliche Rolle bei der Pflege und Bereitstellung eines qualitativ hochwertigen Beziehungsmanagements und zeigen eine hohe Kompetenz bei der Beantwortung von Anfragen und ein sehr detaillierten technisches Verständnis von Investmentlösungen. Durch diese Aufgaben und Interaktionen bieten Sie unseren Kunden eine hervorragende Erfahrung mit Dimensional.

Zuständigkeiten und Aufgaben

• Unterstützung der Direktoren bei allen Aspekten des Beziehungsmanagements und der Geschäftsentwicklung sowohl für neue als auch für bestehende Kunden.
• Sie verstehen die lokalen regulatorischen, rechtlichen und Marketing Anforderungen in Deutschland.
• Verantwortung für die Betreuung einer Gruppe von Organisationen und für die Umsetzung einer proaktiven Kontaktstrategie.
• Teilnahme und/oder Leitung geeigneter Treffen mit Kunden und Interessenten.
• Erstellung und Pflege von Kundenpräsentationen und andere Aspekte der Geschäftsentwicklung.
• Unterstützung bei Beschaffungsaktivitäten, z. B. Requests for Proposals (RFPs), Requests for Information (RFIs) oder Due-Diligence-Fragebögen.
• Enge Zusammenarbeit mit Ihren Kollegen bei Dimensional, sowohl lokal als auch global, um Projekte und Initiativen für die Global Client Group zu verwalten. Dazu zählen unter anderem die Teams von Legal, Compliance, Marketing, Investments, Trading, Operations und Portfolio Analytics.
• Präsentation des Investmentansatzes von Dimensional und wie dieser Kunden zugute kommt.
• Tiefgehendes Verständnis unserer Anlagestrategien, einschließlich der Möglichkeiten, diese für segregierte Konten anzupassen.
• Verwaltung aller Aspekte des Kundenonboardings, des Übergangsmanagements und der Änderungen/Aktualisierungen von Anlagerichtlinien oder rechtlichen Vereinbarungen.
• Pflege von Kunden- und Interessenteninformationen im CRM-System von Dimensional durch genaue und zeitnahe Erfassung von Aktivitäten.
• Aktive Betreuung, Anleitung und Austausch von Feedback mit neuen und bestehenden Teammitgliedern.
• Pflege und Förderung von Beziehungen zu neuen Kollegen und unseren anderen DFA-Niederlassungen.

Qualifikationen

• Ausgeprägte Kenntnisse der lokalen strukturellen Gegebenheiten (z.B. Custody, KVG/KAG und Regulatorik)
• Bachelor oder gleichwertiger Abschluss in den Bereichen Finanzen, Wirtschaft, Volkswirtschaft oder einem verwandten Gebiet bevorzugt.
• Erfahrung in der Kundenbetreuung.
• Nachgewiesene analytische und numerische Fähigkeiten mit einer hohen Detailgenauigkeit.
• Ausgezeichnetes Zeitmanagement, Fähigkeit zur Priorisierung, Einfallsreichtum und analytisches Denken.
• Ausgeprägte schriftliche und mündliche Kommunikationsfähigkeiten in Deutsch und Englisch inklusive starker Präsentation.
• Fähigkeit in einem schnelllebigen Umfeld zu arbeiten und enge Fristen einzuhalten.
• Selbstbewusstes Auftreten und die Fähigkeit, mehrere Projekte zu managen.
• Gute Computerkenntnisse mit ausgeprägten Fähigkeiten in Excel, PowerPoint und Word.

#LI-Hybrid

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