Institutional Sales Director, Germany

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

• Active selling of the Columbia Threadneedle’s investment management product suite to institutional client segment (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.
• Responsible for growing institutional AUMs in segregated mandates, solutions, and our competitive SICAV offering together with the team.
• Coverage of local consultants and coordination with the global EMEA consultant team in London.
• Delivering against agreed gross and net sales targets as confirmed by management.
• Maintaining and cultivating existing client relationships, planning regular contacts and updates, and working with the relevant internal teams to deliver excellent client service.
• Developing and leading client presentations.
• Promote and enhance Columbia Threadneedle’s profile through participation in industry conferences.
• Developing and maintaining ongoing distribution support and material for clients, their advisors, consultants, and other marketing collateral.
• Participating in marketing activities of the firm to ensure that they focus on addressing the requirements of the German market.
• Working closely with the EMEA Client Services team and other internal teams to ensure seamless execution of the client take-on and maintenance processes and execution of client due diligence.

To be successful in this role you will have

• Proven track record of covering and successfully selling institutional accounts with superior sales skills.
• Comprehensive knowledge of long-term investment products across all asset classes.
• Experience with KVGs and understanding of the German Spezialfondsformat.
• Knowledge of the relevant German and European regulatory limitations.
• Strong, experienced, self-motivated, highly energetic individual with sharp intellect and strong business acumen.
• Proven ability to engage successfully with clients at different levels to retain assets, market, and sell in the broadest sense i.e. articulating retention points or investment ideas, client segmentation, identification of the appropriate strategy per client type, and preparation and implementation of a sales plan.
• Strong written, verbal, and interpersonal communication skills to clearly articulate sophisticated concepts, ideas, and processes across multiple client levels and in RFPs.
• Results-driven mindset, action-oriented way of working, understanding skills of working in a global firm with a matrix environment whilst being a collaborative team player.
• Fluent in German and English.
• Prior relevant asset management experience.
• Degree in business administration or economics.

It would be great if you also had

• Further professional qualification like CFA, CIIA, or MBA would be beneficial.

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you’ll find growth and career opportunities across all of our businesses.

We’re intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients‘ specific requirements.

Columbia Threadneedle is a people business and we recognize that our success is due to our talented people, who bring diversity of thought, complementary skills, and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Sales

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