Associate, Institutional Sales & Client Services (M/W/D)
Core
Support institutional business development and client services for Dimensional's asset management strategies in the DACH region.
Role type
Associate, Institutional Sales & Client Services
Builds
Client relationships and business opportunities for Dimensional's funds, active ETFs, and separate accounts
Domain
Asset Management / Investment
Deliverable
client delivery
Required skills
German (native/fluent), English (fluent), public equity market knowledge, CRM management, presentation creation, client reporting coordination, process management, Excel, PowerPoint
Preferred skills
fixed income market knowledge, separate accounts and KVGs experience
Technologies
CRM systems, Excel, PowerPoint
Responsibilities
Prepare and manage client presentations on strategies and ESG; oversee regular client reporting; maintain accurate client records; research market segments and prospective clients; collaborate with Investment and Marketing teams; develop own client relationships long-term
Seniority
Associate, entry-level IC