Description
:
Fidelity in Germany is responsible for client relationships with and sales to German clients. The German business is a strategic market for Fidelity and well diversified. Our clients include the full range of B2B clients, from large institutional clients to banks, insurance companies, private banks, asset managers and independent financial advisors as well as corporations who support their employees and private clients who are serviced through a fund platform and a scalable portfolio investing solution.
At Fidelity’s Kronberg Office, there is a team of over 300 employees, distributed across the different business divisions supporting German clients. The combined German businesses support client assets around € 46bn AUM.
About your role :
Fidelity is seeking to expand and grow its business by establishing and growing the ETF capability. The candidate shall be responsible for the management of the ETF business on the ground in Germany, Austria and CEE.
As an integral member of the local sales teams, the Sales Specialist works in collaboration with the sales team to ensure the effective and efficient implementation of the ETF sales plans and supports the Sales Teams in achieving their sales targets. The Sales Specialist will be responsible for direct client coverage throughout the various client segment at Fidelity.
The Sales Specialist takes on a central role in building out our product positioning, market- and competitor intelligence as well as our marketing approach and distribution strategy.
The role includes preparing, executing and following up on client queries, sales meetings and client event related tasks. It includes taking care of client service, but also maintaining and keeping our global CRM system (Sales-Force) up to date.
Furthermore, the candidate shall be Fidelity’s primary representative for the ETF capability in the region and responsible for driving and further develop this strategic positioning.
Your key accountabilities :
1. Drive net sales for Fidelity’s ETF product range in the region
2. Provide support for distribution/wholesale/institutional clients: Responding to ETF client requests, preparing information and data, preparing meeting materials, fund buyer and fund seller sales collateral and pitch documents, RFPs, including data administration and compliance reviews
3. Ongoing management and further development of our ETF strategy. Provide feedback on existing products and identify new product opportunities to ETF Product team. In addition, provide local competitor and market intelligence to central team.
4. Management and coordination across Fidelity’s internal stakeholders and departments in relation to the ETF business
5. Drive and lead the build-out of Fidelity’s ETF proposition, as well as the further business expansion into new business segments
6. Perform and lead annual sales planning with distribution heads
7. Drive and support Fidelity’s distribution teams in the setup and coordination of new client partnerships
8. Act as local point of contact for all oversight related departments such as compliance, regulatory, risk management and audit in partnership with the ETF Platform and Product team
9. Managing data consistency for internal sales reporting requirements, including preparing reports. Support client satisfaction surveys by selecting relevant clients, checking the participation and liaising with sales in order to meet client service targets
10. Participate in selected client events, e.g. support in inviting clients, preparing presentations and servicing clients during the event
About you :
11. University education with a bachelor or master’s level degree in Business Administration or a similar area
12. >5 years of professional experience in the asset management and Financial Services consulting industry
13. In-depth knowledge on the asset management’s distribution landscape, client segments and market trends
14. Experience and understanding of the ETF business and willingness to proactively expand expertise
15. Proven ability to be a strategic thinker with strong analytical skills and a hands-on mentality
16. Proven experience to lead highly complex initiatives across multiple stakeholders
17. Proven ability to build successful external and internal relationships and manage stakeholders up to board level
18. Experience of mobilising, structuring and generating momentum
19. Ability to deal successfully with ambiguity and draw out the issues to be addressed
20. Organised with ability to work under pressure and to tight deadlines
21. Fluent in both German and English with outstanding communication skills
Feel rewarded :
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.