In this role you will report directly to Head of Wholesale in Germany and be based in the Frankfurt office.
You will be expected to contribute to the development and implementation of the firm’s sales programme into the German marketplace with coverage of Independent Financial Advisors (IFAs), Pools, Platforms, Discretionary Portfolio Managers (DPM) and Fund of Funds (Fo F).
Role Responsibilities
You will contribute to the development and implementation of appropriate sales strategies and objectives across the target client segments in order to deliver prime rate service out of Frankfurt to domestic clients in Germany. The individual will have the following responsibilities:

• Improve and increase the distribution of Columbia Threadneedle's investment management products to IFAs, Pools, Platforms, DPM and Fo F through an active, competitive sales approach and a systematic and persistent approach of the target client segments
• Meet the individually agreed competitive gross and net sales targets for the client segment
• Cover SIFAs, Pools, Platforms, DPM and Fo F in Germany, with a proven track record of managing this specific client group in Germany, and a strong network within the German landscape
• Establish and develop appropriate and lasting relationships with key clients in the interest of building profitable customer relations and attaining ambitious sales objectives.
• Act as a critical link in account management and client coordination matters working with the European investment management product teams based in London.
• Work closely and cooperate in a partnership spirit with the asset management and marketing specialists in London, drawing upon extensive research and investment management policies to access and serve the client base.
• Participate in marketing activities of the firm to ensure that they focus on addressing the requirements of the target markets.
• Attend site visits and deliver presentations for large groups of advisors in person, as well as via webinar and online coverage.
• Ensure all reporting requirements are met, including contact reports.
• Work within regulatory and statutory requirements at all times and ensure that Columbia Threadneedle Investments meets at all times its fiduciary responsibilities.

Key Capabilities

• Proven track record in achieving yearly sales targets for the client segment
• Strong network and relationships with respective stakeholders on all levels of hierarchy and seniority.
• Track record in selling bespoke solutions to IFAs, Pools, Platforms, DPM and Fo F.
• Experienced, self-motivated, highly energetic sales professional with a sharp intellect and a strong, disciplined business acumen and experience in a similar role
• Deep capital markets knowledge and experience dealing with a broad range of investment strategies
• Extensive experience in understanding the German Asset Management market as well as the characteristics of IFAs, Pools, Platforms, DPM and Fo F in addition to regulatory limitations / requirements on investment strategies
• Proven ability to market and sell in the broadest sense, i.e. client segmentation, identification of the appropriate products per client type and preparation and implementation of sales tactics
• Ability to serve and respond to different client requirements, depending on the business unit (IFAs, Pools, Platforms, DPM and Fo F)
• Fluent in German and English

Additional knowledge and skills, experience and training not captured above:

• Must comply with all regulatory requirements including training and continuous professional development
• Comply with the Risk Management Framework
• Strong written, verbal and interpersonal communication and presentation skills to clearly articulate sophisticated concepts, ideas, and processes at a very senior level
• Flexible, dynamic, well-organised and willing to travel

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
Permanent
Sales