Senior Associate Central Sales - Kronberg, Deutschland - Fidelity International

Fidelity International

Geprüftes Unternehmen

Kronberg, Deutschland

vor 3 Wochen

Geschrieben von:

Lena Wagner

beBee Recruiter

Beschreibung

About the Opportunity

Job Type:
Fixed Term Contractor

Contract duration : 21 months.

Application Deadline: 18 February 2024

Title Senior Associate Central Sales - temporary

Department Wholesale Germany

Location Kronberg (Frankfurt/Rhein-Main region)

Reports To

Level (insert job grade here)

We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our [insert name of team/ business area] team and feel like you're part of something bigger.

About your team

Our German Wholesale team is covering a broad range of distributors, banks, insurers, IFAs, asset managers and family offices. With more than 30 years in Germany, Fidelity is one of the key players in the German Wholesale Market.

The Senior Associate Central Sales is part of the Central Sales team and has a strong focus on the distribution business (=Fund Seller Business).

About your role

As an integral member of the German Wholesale team, the Senior Associate Central Sales works in partnership with the sales team.

The Senior Associate Central Sales is part of the Central Sales team and has a strong focus on the distribution business (=Fund Seller Business).

The Senior Associate Central Sales is working closely together with the key account managers and is responsible for supporting wholesale/retail clients' requests and services offered to our German professional clients as well as participating in client-related projects like key client business development and addressing new product capabilities to the clients.

The Senior Associate Central Sales also supports the regional sales managers to cover client requests and develop relationships.

The role includes preparing, executing and following up on client queries, sales meetings and client events.

It includes taking care of client reporting, but also maintaining and keeping our global CRM system (SalesForce) up to date.

The person will liaise effectively with the operational Marketing team for our internet and on-line marketing strategy as well as for our product presentation updates.

The Senior Associate Central Sales takes on an integral and operational role in collaborating with product positioning, market and competitor intelligence, being the link to the centrally based competitors and fund analysis specialists' teams.

Key Responsibilities:

Support of Key Clients and regional sales managers:

Work closely together with the key account managers and regional sales managers to provide excellent service and thought leadership ideas to our most relevant clients.

Support in
- further developing the execution management in the regions
- updating and further developing relevant sales material for focus themes
- working out strategic themes and new business areas for our businesses
- ... handling client inquiries with high service excellence

Wholesale / Fund Seller sales support:

Provide support for distribution/fund seller clients: Responding to client requests, preparing information and data, preparing meeting material (esp. ppt presentations), pitch documents and specific fund presentations including data compliance administration

Sales Reporting, client reporting and data provision:

Prepare and circulate regulatory important sales reportings to key clients. Prepare and distribute regular and one off fund and market reports. Influence developments on how to improve online reporting and web as an integrated part of the role.

Client database / Client Surveys:

Managing data consistency for internal sales reporting requirements, including preparing reports. Support client satisfaction surveys by selecting relevant clients, checking the participation and liasing with sales in order to meet client service targets

Competitor analysis:

Function as local link into central representatives, to brief in fund analysis initiatives with appropriate central teams, ensuring ongoing information flow from central team to local market in terms of competitor and market intelligence.

Through tools locally available (Morningstar Direct), support preparation and positioning of specific product initiatives with German wholesale/institutional clients.

Event support:

Participate in selected client events, eg. support in invitating clients, preparing presentations and servicing clients during the event

About you

We look for people who are adaptable, able to operate as part of a team at local and international level, showing high sales orientation, and keen to learn new things and ways of working.

The work you will be doing requires attention to detail and technical skills.

You will be able to make decisions based on your numerical and analytical skills as well as to communicate your findings.

You have completed your studies with a finance or economics specialisation, you have already some sales experiences and you have
- a commercial orientation and s