Associate Support Specialist - eFinancialCareers

Associate Support Specialist - eFinancialCareers, Frankfurt am Main

This role involves supporting senior sales directors in the institutional sales process, handling communications, coordinating meetings, representing the firm at industry events, maintaining sales materials, updating CRM systems, and performing market research. The candidate should have experience in business development, finance, and client relationship management, with a proactive and professional attitude. Industry qualifications like CFA are preferred.

Responsibilities

• Support senior sales directors with the institutional sales process
• Handle outbound and inbound communications for existing clients and prospects, including cold calls
• Coordinate business development meetings and follow-ups
• Represent the firm at industry events and conferences
• Prepare and maintain sales materials (presentations, pitch books)
• Maintain CRM system with client and prospect data
• Perform market research to generate leads
• Develop understanding of the firm's products and services
• Work with the RFP team to respond to client and prospect queries

Qualifications

• Industry qualification/postgraduate study preferred (e.g., CFA)
• Outgoing and sociable personality
• Experience in business development, including cold calling and relationship building
• Experience presenting to prospects, clients, or colleagues
• Proactive, motivated, and professional
• Knowledge of finance, investment, or asset management
• Ability to discuss financial topics with clients and prospects
• Salesforce or other CRM experience is desirable