Etf Sales Support Associate
vor 3 Wochen
ETF Sales Support DACH Region
At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 75 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for an ETF Sales Support for the DACH Region to join our ETF business in EMEA (location: Frankfurt)
What is the ETF Business responsible for?
Franklin Templeton launched its first ETFs in Europe back in 2017 focussing on Smart Beta strategies initially but also looking at Active ETFs and plain-vanilla building blocks to give investors a panel of solutions depending on their objectives.
This is still a new initiative for our business which is deeply committed to make it a success.
This is a newly created position based in Germany focusing on supporting our existing local ETF sales force in order to help to sell our ETF proposition to investors.
The ETF Sales Support will work very closely with the existing ETF Sales Teams.
What are the ongoing responsibilities of the ETF Sales Support?- Build in depth knowledge of existing ETF range + new products- Building strong relationships with existing local teams in Germany + European and Global Teams- 75% of the time focused on internal activities and 25% focused on external sales targeting tier 3 clients to start with- Responsibilities include but are not limited to:
- Preparation of individual presentations & client appointments (including physical client appointments but also the increasing importance of webinars)-
- Evaluation of Morningstar fund of funds holdings-
- Regular Reporting (e.g. for the German Country Head; EMEA Head of Business Development, ETFs)-
- Conducting competitive analysis of local ETF market-
- CRM maintenance (e.g. entering information about past appointments; keeping client lists e.g. for the ETF newsletter)-
- Completion of lists (ETF product lists requested e.g. by databases and clients)-
- Translation of English content into German-
- Responding to client requests in terms of client service: sending documents to clients (factsheets, product presentations, KIIDs, EETs, flyers); making appointments-
- Participation to internal macro updates, the outcome of which should be shared with colleagues and made available to our customers-
- Quality control of external databases to ensure that our ETFs and their information are stored correctly everywhere-
- Liaison with other ETF Sales Support member-
- Prospection & Appropriate follow-ups: Independent Financial Advisors (IFAs) / Smaller Independent Asset Managers, Savings Banks, Cooperative Banks.What qualifications, skills and experience would help someone to be successful?- Completed Bachelor's degree (preferably completed Masters degree) with focus on business administration, international management, finance, economics- Rigorous and have strong presentation skills and IT knowledge (Excel and PowerPoint is essential)- A previous experience in an investment management company, bank or Management Consulting- First language is German and fluent in English both verbal and written. You will communicate with the group's headquarters in California, and other international offices on a daily basis- Experience with MS Office (e.g., Word, PowerPoint, Excel)- Ability to work independently or with mínimal supervision and meet tight deadlines- Strong analytical, problem solving and decision making skills- Ability to navigate complex organisations on multi levels / geographies and build internal networks- Results focused and a self-starter / Multi-tasking- Strong team player with the ability to use own initiative
Travel may be required depending on geographies covered but also to attend internal events.
We thrive in a dynamic culture and offer an opportunity for you to maximize your potential and we are committed to offering a competitive compensation package as well as exceptional benefits program.
together with a detailed CV in English, references and your salary expectation.
Franklin Templeton is committed to fostering a
diverse and inclusive
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