Senior Associate/Associate, Business Development, Germany & Austria (Munich)

Senior Associate/Associate, Business Development, Germany & Austria (Munich)

What is the opportunity?

An exciting opportunity to join as an Senior Associate/Associate within the Business Development team for Germany & Austria. This role will be responsible for supporting and helping to execute the agreed sales/service plan for FIG clients in Germany and Austria.

What will you do?

• Support the sales/service plan for FIG clients and prospects in Germany & Austria, covering FIG relationships, in line with the broader Global Business Development strategy and in support of the firm’s objectives.
• Take responsibility for client reporting matters/delivery (working closely with the Client Reporting team) and other periodic reports for marketing purposes.
• Coordinate presentation material for pitches and client reviews, working with the Presentation team and Institutional Portfolio Managers.
• Respond to client queries around investment guidelines, in collaboration with Investment Portfolio Managers.
• Help with client/prospect information requests, guided by the responsible sales or client relations person.
• Host calls and meetings when required and where appropriate for due diligence, review or servicing purposes.
• Collaborate with Client Operations and Legal to ensure smooth and timely execution of contracts and agreements.
• Maintain and leverage the Client Management System (SalesForce) to ensure the effective service of clients and prospects – taking responsibility for the quality of the data input.
• Help to enhance efficiency, including the automation of client/prospect deliveries and the handling of investments through omnibus accounts.
• Work collaboratively with colleagues in all related functions to build strong internal relationships to effectively support the regional business development.
• Have acute awareness of all marketing prohibitions, licensing requirements and permitted activities in the relevant jurisdictions in Northern Europe.
• Ensure that activities are in accordance with applicable local laws, including that funds and services are marketed only to eligible clients according to local regulations in Northern Europe.
• Understand, follow and promote compliance with the Global Compliance Handbook and Policies, with specific focus on Business Development and Client Relations sections, Global marketing Policy and media requirements.
• Ensure electronic communications, meetings and calls with investors are recorded in Salesforce.

What do you need to succeed?

• Sets high standards of performance for self and strives to meet challenging objectives.
• Acts with integrity and within both the spirit and the letter of the firm’s principles, policies and procedures.
• Considers own role within the commercial context and focuses on the client, respecting obligations to internal and external clients and investors and treating clients fairly.
• Displays a positive and energetic attitude, gets involved and proactively seeks out opportunities to advance the business.
• Consistently displays a ‘can-do’ attitude, perseveres in the face of setbacks and remains calm and professional under pressure.
• Establishes and maintains good relationships and works effectively and cooperatively with others. Communicates constructively, engages others positively and readily shares information and ideas.
• Seeks out insightful, smart ideas to raise personal and team standards.
• Demonstrates the ability to think creatively to find solutions.
• Responds quickly and positively to change and maintains effectiveness when experiencing change.
• Invests time in learning new skills and gaining new experiences.
• Good understanding of financial markets and products. Relevant financial certificates (such as CFA) would be a plus.
• Experience within the asset management industry preferred.
• Technologically literate.
• Fluent in German and English.

What is in it for you?

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• A world‑class training program in financial services.

Job Skills

Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow‑Through, Sales Channels, Sales Forecasting

Additional Job Details

• Address: 31 PESTALOZZISTRAßE, MÜNCHEN
• City: München
• Country: Germany
• Work hours/week: 40
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date:
• Application Deadline:

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