Associate Director Investment

buscojobs España; Valencia; Presencial; EUR 40.000 - 60.000; Jornada completa

Descripción de la vacante

A leading company in financial services is seeking a dedicated Sales Professional to drive business growth and client relationships across Continental Europe. This position requires expertise in business development, strong sales acumen, and the ability to work collaboratively within a diverse team. Ideal candidates will possess a bachelor's degree, and fluency in English, along with experience in finance and client relationship management. Join a dynamic team to actively engage with clients and shape innovative solutions tailored to their needs.

Formación

• 5-7 years of proven experience in the sales process.
• Fluent in English and another CE language is required.

Responsabilidades

• Develop trusted client relationships and provide consulting services.
• Contribute to business development and raise market awareness for investment fund solutions.
• Support strategic initiatives and collaborate with the WTW network.

Conocimientos

Sales Acumen

Client Relationship Management

Business Development

Proficiency in Microsoft Office Suite

Adaptability

Educación

Bachelor's degree or higher

Chartered Financial Analyst (CFA)

Descripción del empleo

The role is part of a team of (currently) nine sales investment professionals located in Frankfurt, Madrid, and Amsterdam. You will support the broader CE Investments Team, comprising 55+ client-facing investment professionals. In this role, you will work closely with key stakeholders in Continental Europe and our UK Headquarters to grow our existing business and explore new markets. The following is a non-exhaustive list of the types of activity the role involves:

Responsibilities

• Business Development: Contribute to new business development by raising market awareness of our investment fund solutions, fiduciary services, insurance solutions, and advisory services across our core markets and beyond (incl. Ireland).
• Cross-Selling: Identify cross-selling opportunities across the WTW portfolio, including insurance consulting, technology (ICT), retirement incl. actuarial services (RET) as the most likely LOBs to work with. Pension brokerage in respect to the unit-linked business is another source to tap into – especially in France.
• Client Relationship Management: Develop trusted client relationships by providing high-quality consulting advice and services with our target group defined above as focus.
• Internal Collaboration: Build strong internal relationships and collaborate effectively with colleagues across Continental Europe and the wider WTW network. Connection dots and identifying smart connections to fully leverage the WTW CE network will be main priority.
• Strategic Support: Support senior Growth Leaders in executing strategic initiatives especially in product development tailored to the needs and specifics of the CE market.
• Service Expertise: Gain a deep understanding of our main advisory and fiduciary services, including our Pooled Fund Solutions (SPS), and how these can solve particular client needs.
• Client Understanding: Use active listening skills to understand client needs thoroughly and apply sales acumen to propose tailored solutions that meet those needs.
• Product Development / Service Offering: Identify specific client needs not yet covered by the market or competitors as well as service offerings which we can build to better dress our clients/prospects needs.

Qualifications

• Experience: 5-7 years of proven experience with a strong understanding of the sales process.
• Education: Bachelor's degree or higher. An interest in economics and finance is essential. A Chartered Financial Analyst (CFA) designation is a plus for candidates with non-finance/economics-related degrees.
• Language Skills: Fluent in English and another CE language.
• Technical Skills: Proficiency in Microsoft Office Suite.
• Travel: Open to travel regularly as the role is defined as within the CE set-up as a X-country team.

Personal Attributes

• Self-Starter: Proactive and motivated to learn and grow.
• Team Player: Strong collaborator who thrives in a team environment.
• Adaptability: Able to perform under pressure and enjoy challenges.
• Reflective: Self-aware and eager to improve continuously.
• Sales Acumen: Ability to understand client needs and propose effective solutions.

WTW is an Equal Opportunity Employer.