Sales Support Executive - Frankfurt

  • Competitive + Bens/Bonus
  • Frankfurt am Main, Hessen, Germany Frankfurt am Main Hessen DE
  • Permanent, Full time
  • Columbia Threadneedle Investments
  • 08 Aug 18 2018-08-08

The Sales Support Executive will be a critical resource to our team of Sales Executives as we drive to increase market penetration/share within our wholesale client base in Germany.

This is a varied role and the duties include:
• Responding to fund questionnaires from clients and prospects;
•Involvement with legal agreements with potential distributors; Assistance with the drafting of Fund presentations for in-house meetings, conferences and roadshows;
•Completion of Distributor Due Diligence questionnaires (3DQ’s)
•Attendance at meetings and conference calls with clients, prospects, fund managers, and ratings agencies; Handling telephone and e-mail enquiries from clients and prospects;
•Liaison with the CTI Oversight team re Transfer Agent operational matters , Finance and Legal to facilitate client take on and maintenance procedures; Co-ordination and completion of internal activities in support of the Sales team, including client due diligence, share class requests and implementation of procedural controls; Co-ordination of dispatch of Fund literature e.g. factsheets, portfolios, commentaries;
•Prompt and accurate response to client requests;
•Arranging meetings, seminar invitations; Occasional attendance at external events on a local and regional basis as required;
•Provision of support to the Business Management Team on an occasional basis. Be aware of all internal Policies and risks that apply to your role and the controls which relate to them;
•Ensure all controls which apply to your role are carried out appropriately and follow and update relevant Procedure documentation; Escalate errors and risks as appropriate.

Key Capabilities: 

Good communication skills, verbal and written German and English , additional language skills advantageous
•Technical and time management;
•Strong team player skills
•Attention to detail; with the ability to be focused on satisfying client needs;
•A self-starter with excellent communication skills
•In-depth knowledge of the asset management industry and local regulations.
•Good knowledge of investment products
•Good economic knowledge