Job Purpose:
- The successful candidate will drive sales and business development effort for German clients with a focus on Wholesale clients largely within the Private Banking space, as specified by the account breakdown
- Identify, grow and deepen existing relationships particularly with the key gatekeepers within the top tier accounts
- They will engage with key contacts and sponsors at the main wholesale investors, educating on existing and new products, their structure, benefits and usage.
Your Responsibilities:
- Manage progress against annual gross creation target
- Introduce and deepen relationships with existing client base, establishing new client relationships
- Manage distribution lists to set clients
- Help develop business plan using marketing and research as a tool:
- Outline how sales, marketing, research activities will be coordinated
- Overview of events for next year
- Aid with PR messaging
- Promote all services ETFS offers in Germany and show clients all aspects and added value we can offer (research, product development/tax, Capital Markets team)
- Cleanse existing contacts and apply client tiering
- Ensure all relevant contacts, meetings, notes and actions are entered timely and accurately
- Record client interest and set up list/groups in CRM
- Continue to learn about ETFS products and improve knowledge about products, structure, regulatory requirements in detail.
Skills and Qualifications:
- Manage progress against annual gross creation target
- Introduce and deepen relationships with existing client base, establishing new client relationships
- Manage distribution lists to set clients
- Help develop business plan using marketing and research as a tool:
- Outline how sales, marketing, research activities will be coordinated
- Overview of events for next year
- Aid with PR messaging
- Promote all services ETFS offers in Germany and show clients all aspects and added value we can offer (research, product development/tax, Capital Markets team)
- Cleanse existing contacts and apply client tiering
- Ensure all relevant contacts, meetings, notes and actions are entered timely and accurately
- Record client interest and set up list/groups in CRM
- Continue to learn about ETFS products and improve knowledge about products, structure, regulatory requirements in detail.
Source: for more information click here.
