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 global the 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 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 RFP’s.
- 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 recognise 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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What We Do
For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day. Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory. Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search. Come #SoarWithUs and be a part of the Freedom family! Freedom Mortgage Corporation 951 Yamato Road, Suite 175 Boca Raton, FL 33431 Lender NMLS ID: 2767 www.nmlsconsumeraccess.org
