Sales Analyst, German Speaking Regions (GSR)

Posted 19 Days Ago
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London, Greater London, England, GBR
Hybrid
Junior
Software • Financial Services
The Role
The Sales Analyst supports the GSR sales team in client servicing, data reporting, CRM management, and collaboration with internal teams, focusing on the German-speaking regions.
Summary Generated by Built In

We are seeking a highly motivated Sales Analyst to join the German Speaking Regions (GSR) team, based in London. This role is designed for an early-career professional who is keen to develop a deep understanding of ETF distribution, financial markets, and client engagement across Germany, Austria and Switzerland. The Sales Analyst will work closely with the GSR sales team, providing analytical, operational, and sales-support functions across the full distribution lifecycle. The role offers extensive exposure to WisdomTree’s product range, internal processes, and regional sales strategy, with a clear development path as responsibilities grow with experience.
The successful candidate will work closely with the GSR sales team, providing analytical, operational, and sales-support functions across the full distribution lifecycle. The role offers extensive exposure to WisdomTree’s product range, internal processes, and regional sales strategy, with a clear development path as responsibilities grow with experience.

Key Accountabilities and Scope

    Sales & Client Support

    • Support the GSR sales team with day-to-day client servicing, including responding to retail enquiries and coordinating follow-ups for professional clients.
    • Prepare client materials such as product updates, performance summaries, market commentary, and presentation decks.
    • Assist in maintaining high-quality client communication aligned with regulatory and internal standards.
    • Accompany senior sales colleagues to meetings, events, and roadshows where appropriate.
    • Data, Reporting & Analysis

      • Support sales planning and execution through preparation of reports, dashboards, and pipeline analysis.
      • Work closely with internal data and intelligence teams to improve the efficiency and quality of sales reporting.
      • Collect, analyse, and interpret market and product data using internal systems and external data providers.
      • Assist with competitor analysis and market monitoring across the German-speaking regions.
      • Pipeline & CRM Management

        • Support the Head of GSR and the wider team in building and maintaining a structured sales pipeline.
        • Ensure accurate and timely maintenance of CRM systems, including data cleansing, client segmentation, and lead tracking.
        • Convert leads into qualified opportunities through structured follow-up and internal coordination.
        • Internal Collaboration & Marketing Support

          • Collaborate with Marketing, PR, Operations, and Compliance teams to support sales initiatives and campaigns.
          • Assist with proofreading, fact-checking, and minor translations between English and German for client-facing and media content (in coordination with translation agencies).
          • Support event preparation and post-event follow-up, identifying potential opportunities and next steps.

Skills and Qualifications

  • Bachelor’s degree required, preferably in finance, economics, business, or a numerate discipline.
  • Native or fluent German and fluent English, with strong written and verbal communication skills.
  • 1–2 years’ experience or strong academic exposure to financial markets, investments, or economics preferred.
  • Strong analytical skills with high attention to detail and accuracy.
  • Proficiency in Microsoft Excel and Office tools; familiarity with financial databases (e.g. Bloomberg, Morningstar) is an advantage.
  • Ability to work collaboratively in a team-oriented, international environment.
  • Proactive, curious, and motivated to learn within a fast-paced sales environment.

About Us:
WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real-world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.

Work Smart:
Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement.

Mission, Vision & Values:
WisdomTree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. WisdomTree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.

Skills Required

  • Bachelor's degree required, preferably in finance, economics, business, or a numerate discipline
  • Native or fluent German and fluent English, with strong written and verbal communication skills
  • 1-2 years' experience or strong academic exposure to financial markets, investments, or economics preferred
  • Strong analytical skills with high attention to detail and accuracy
  • Proficiency in Microsoft Excel and Office tools; familiarity with financial databases (e.g. Bloomberg, Morningstar) is an advantage
  • Ability to work collaboratively in a team-oriented, international environment
  • Proactive, curious, and motivated to learn within a fast-paced sales environment
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The Company
HQ: City of London
90 Employees

What We Do

WisdomTree is one of the world’s leading providers of exchange-traded products (ETPs). Our goal is to provide a superior investing experience for our clients. We believe that investors shouldn’t have to choose between performance and cost efficiency, so we developed innovative investment solutions that deliver both. Combining the performance benefits of actively-managed investments with the cost efficiency of passive investments, our ETPs can be used to invest strategically for the long term or to trade tactically in the short term. Investors can choose between a range of truly comprehensive and innovative ETPs, across a broad range of asset classes, enabling investors to construct and diversify their portfolios intelligently.

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