Institutional Sales AssociateApply now Job ID 35675BR Location Frankfurt, Germany;
Market Job Description
The Wells Fargo Asset Management Team based in Frankfurt is seeking to recruit a highly proficient Sales Associate to provide comprehensive sales support to the German/Austrian business development team. The role encompasses all aspects of institutional sales support, involving considerable co-ordination of team activities and close co-ordination with the sales teams and client relationship teams to effectively service our mutual clients and build new business.
This opportunity will be based in our Frankfurt office.
§ Provides support of Institutional Business Development Directors in new sales and client retention activities
§ Assists the Directors in planning for market penetration and deepening of relationships via strategy and business plans and assists in identifying ways to add value to relationships
§ Effectively maintaining the CRM system in terms of prospect and sales information, keep accurate records and runperiodic progress reports.
§ Managing distribution of periodic marketing collateral
§ Coordinates, prepares for and may host onsite visits
§ Developing presentations/preparing marketing and service material taking compliance implications into consideration
§ Preparing portfolio performance and competitive analysis, interpret data and make recommendations to Institutional Sales Directors and/or prospects regarding investment teams, products, and/or market segments to target
§ Develop a strong working knowledge of the team’s client base and products offered.
§ Preparing monthly and quarterly reports, commentaries and portfolio review materials
§ Managing the prospect questionnaire process collaborating with various internal parties
§ Partners with sales, portfolio managers, product specialists and/or client relations staff for all support activities forrelationships.
§ Initiating and supporting the on boarding process for new clients via consultants partnering with multiple internalgroups
§ Responsible for various projects including identifying resources, establishing timeframe and managing to milestones.
§ May identify opportunities to streamline processes and procedures providing for more efficient and timely execution of team tasks
§ May assist with various administrative duties.
Market Skills and Certifications
§ Experience of institutional quality sales support, equivalent relationship management support, or a combination of both.
§ Excellent communication skills both verbal & written
§ Excellent level competency and confidence in IT skills
§ Ability to work independently, to prioritize and exercise time management
§ A strong sense of professional and personal integrity and high ethical standards
§ Demonstration of initiative, accountability and focus on quality
§ Degree educated
§ Investment management qualification and or CFA/CAIA/CIIA designation or working towards the CFA designation
§ Professional German and English language skills
Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Market Job Description - Translation
Market Skills and Certifications - Translation