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Position :
Business Development Manager, Institutional Clients - Germany
Office :
Frankfurt
Start date :
01.08.2024
Working hours :

Field :

 

Business Development Manager, Institutional Clients - Germany

Description

With more than 250 people, Asset Management with its Investment Management as well as Institutional Clients unit has built an on-the-ground presence in the world’s major markets through organic growth and selected partnerships. We offer a select range of actively managed strategies in the long-only, alternative, and private markets space. We serve the whole spectrum of both local and global institutional clients including distributors.

Mission

Acquiring independently mainly institutional, as well as to some extend wholesale clients in Germany, and as well as developing the UBP brand within the respective client base.

Challenges

Prospecting potential new clients and developing the relationship with existing clients.

Main responsibilities

  • Independent responsibility for a designated group of prospects and existing clients in Germany
  • Identify, target (incl. cold calling), and arrange meetings with institutional as well as wholesale prospects in collaboration with the sales team in Germany

  • Development of a distribution strategy for institutional clients in collaboration with the Head of Distribution Germany
  • Develop a thorough understanding of client’s requirements and our investment solutions to meet clients’ needs
  • Updating the CRM tool and providing regular reposting's
  • Coordinating marketing efforts, including regional events and roadshows with portfolio managers / investment specialist 
  • Phone calls and live presentations (if necessary, together with investment professionals)

Education

  • Education: Bachelor Degree
  • Certification: Education in economics and/or finance (master/bachelor’s degree or equivalent education)
  • Technical skills: solid Assed Management background

Experience

  • Years of experience: 7-10 : senior
  • Experience required: Minimum 5-10 years of active and successful experience in a client-facing role with preferably institutional Asset Management clients in Germany
  • Experience in private banking: N/A

Language

  • German: Fluent
  • English: Fluent

Personal skills

  • Swiss resident: N/A

Highly motivated with dynamic personality and excellent relationship development capabilities; entrepreneurial spirit with the ability to represent the firm professionally internally and externally; team player with the ability to work effectively in a team or independently; high level of independency, initiative, reliability, innovation, and integrity; strong communication and presentation skills; fluency in English and German

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This online recruitment system (hereinafter, ‘e-Recruitment Portal’ or ‘Portal’) is used by the Geneva headquarters of Union Bancaire Privée, UBP SA (hereinafter, ‘UBP’) in accordance with Swiss law, in particular with regard to data protection, and with the principles below. The e-Recruitment Portal allows any person (hereinafter, ‘Applicant’), excluding recruitment consultants and headhunters, to submit either an application for a vacancy listed on the Portal or an unsolicited application.

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