Institutional Sales Director (m|f|x) Munich

Dimensional are looking to hire an Institutional Sales leader to join our Munich office and drive forward efforts across the Swiss region, reporting to a local CEO and Global Head of Institutional Sales. This is a key hire in the region as we seek to grow our institutional presence across Europe and as such requires a candidate who enjoys building a business through proactive business development and outreach. The successful individual will create and develop relationships with institutional investors throughout Switzerland as well as support broader continental Europe. The ideal candidate will have a proven history of building strong relationships at all levels of a client’s business to understand their investment needs and identify selling opportunities.

This role is ideally suited to an individual who enjoys the pursuit of new client acquisitions as well as developing and deepening existing relationships. Success in the role will require the candidate to acquire a deep understanding of Dimensional’ s business processes, investment philosophy and approach, and effectively articulate this to clients. The candidate will work directly with the global distribution business along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional service and be accountable for the team delivering it.

Tasks

• Develop, coordinate, and implement sales, client service and marketing regimes for institutional clients and prospects in Switzerland and continental Europe.
• Work with wealth focused sales channels team members to fully develop all opportunities in the region
• Build and maintain deep relationships with staff at all levels of a client’s business
• Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
• Lead complex technical investment discussions, including review meetings, with a sophisticated audience
• Act as an intellectual contributor and a trusted advisor to our prospects and clients

Profile / Your qualification / Your personality

• Significant investment sales experience required, ideally gained from working at an institutional asset manager in a sales and client service capacity
• An extensive knowledge of the institutional investment business
• Demonstrable strategic thought in growing a business in the Swiss region
• A strong sense of professional and personal integrity and high ethical standards
• Demonstration of initiative, accountability, and a focus on delivering consistent quality work
• Commitment to the philosophy and process underlying Dimensional’ s investment approach
• Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
• Ability to prioritize and to exercise time management
• A strong academic background is preferred
• A proven track record and history of sales success is required

Contact

Richard Roland-Price

Senior Recruiter, EMEA

Location

Ludwigstraße, 8, D-80539 Munich