Onsite Sales Manager – Fund Solutions

Posted 3 days ago

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About the role

  • Sales Manager responsible for acquiring new clients and managing relationships in fund solutions. Collaborating across departments to develop tailored sales strategies in a dynamic investment firm.

Responsibilities

  • New client acquisition: Proactively approaching and securing new distribution partners (including private bankers, asset managers, fund-of-funds managers, and IFAs) in the third-party fund business
  • Existing client management: Building and maintaining long-term client relationships and advising on our FERI fund solutions and strategies
  • Sales support: Preparing and continuously improving presentations, proposals and sales-related materials
  • Collaboration: Close coordination with other departments such as product development, portfolio management and Marketing/Communications
  • Market monitoring: Analyzing market trends and competitor activity to continuously optimize the sales strategy
  • Reporting: Preparing sales reports and analyses and maintaining relevant data in the CRM system

Requirements

  • Completed banking apprenticeship (preferably at a savings bank or cooperative bank) or a degree in economics/business administration or an equivalent qualification
  • Practical experience in a sales environment, ideally within banking — preferably at savings banks or cooperative banks, or in asset management or wealth management
  • Strong understanding of bank-specific processes and experience working with distribution partners
  • Very good knowledge of capital markets and financial products (equities, bonds, funds, options, etc.)
  • Excellent communication and persuasion skills, negotiation ability and a strong customer orientation
  • Willingness to undertake regular national travel to provide personal support to distribution partners and clients, combined with a high degree of initiative and commitment
  • Very good German and good English skills, both written and spoken

Benefits

  • Compensation: We complement your attractive compensation package with additional benefits and a monthly prepaid shopping card
  • Work–life fit: Flexible trust-based working hours with home office options, childcare subsidies and an empathetic work environment make it possible to balance career and private life at FERI
  • Health: Ergonomic, modern workplaces are standard — we also offer corporate health management and a variety of sports activities
  • Mobility concept: With a discounted Germany public-transport ticket, company-bike leasing and an (e-)company car policy, you gain full flexibility
  • Development: We support and promote in-house training as well as external continuing education — in keeping with our corporate values of “Responsibility” and “Excellence”

Job title

Sales Manager – Fund Solutions

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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