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Job Description:
Institutional Sales Director, Switzerland
Location: 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.

Responsibilities:

• 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

Experience required:

• 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

Institutional Sales Director, Schweiz
Standort: München
Für seine Niederlassung in München sucht Dimensional einen erfahrenen Mitarbeiter für den institutionellen Vertrieb in der Schweiz, der an den lokalen CEO und den Globalen Head of Institutional Sales berichtet. Da wir unsere Präsenz im institutionellen Markt in Europa ausbauen wollen, kommt dieser Position besondere Bedeutung zu. Wir suchen daher einen Kandidaten, der Begeisterung für proaktive Geschäftsentwicklung und Kundenkontakt mitbringt. Der erfolgreiche Kandidat wird Beziehungen zu institutionellen Investoren in der ganzen Schweiz aufbauen und weiterentwickeln sowie die Geschäftsentwicklung in Kontinentaleuropa unterstützen. Der ideale Kandidat verfügt nachweislich über Erfahrung im Aufbau enger Kundenbeziehungen auf allen Ebenen und kann so den Anlagebedarf des Kunden verstehen und Verkaufspotentiale heben.
Diese Aufgabe eignet sich ideal für eine Person, die Freude an der Kundenakquise und der Vertiefung bestehender Beziehungen hat. Erfolg in dieser Position setzt ein genaues Verständnis der Geschäftsprozesse, der Anlagephilosophie und der Methodik von Dimensional voraus, die der Kandidat Kunden gegenüber effektiv erläutern kann. Um einen erstklassigen Kundenservice zu gewährleisten, wird der Kandidat direkt mit dem globalen Vertrieb sowie mit anderen Bereichen wie Marketing, Portfoliomanagement und dem Analyse-Team zusammenarbeiten und die Projektverantwortung übernehmen.

Zuständigkeiten:

• Entwickelt, koordiniert und implementiert Vertriebs-, Client Service- und Marketingmaßnahmen für institutionelle Kunden und potenzielle Kunden in der Schweiz und in Kontinentaleuropa.
• Arbeitet kundenübergreifend mit Vertriebsteams anderer Segmente zusammen, um das Potenzial der Region auszuschöpfen.
• Baut enge Kundenbeziehungen auf unterschiedlichen Ebenen auf und pflegt diese fortlaufend.
• Gibt konstruktives Feedback zu Strategien und Trends für die Geschäftsleitung, den Vertrieb und das Investment Management.
• Leitet komplexe technische Gespräche, einschließlich Review-Meetings, mit technisch versierten Gesprächspartnern.
• Liefert intellektuelle Beiträge und fungiert als vertrauenswürdiger Berater für Kunden und potenzielle Kunden.

Voraussetzungen:

• Umfangreiche Erfahrung im Vertrieb von Anlageprodukten, idealerweise durch Tätigkeit bei einem institutionellen Asset Manager in den Bereichen Vertrieb und Kundenbetreuung.
• Umfassende Kenntnisse des institutionellen Geschäfts.
• Nachweisliche Fähigkeit zur strategischen Planung der Unternehmensentwicklung in der Schweiz.
• Ausgeprägter Sinn für berufliche und persönliche Integrität und hohe ethische Standards.
• Eigeninitiative, Verantwortungsbewusstsein und Fokus auf konstante, erstklassige Leistung.
• Bekenntnis zu der Philosophie und dem Prozess, die dem Ansatz von Dimensional zugrunde liegen.
• Hervorragende schriftliche und mündliche Kommunikationskompetenz, insbesondere im Hinblick auf die klare und überzeugende Vermittlung von technischen Anlagekonzepten und wichtigen Verkaufsargumenten.
• Fähigkeit zur Priorisierung von Aufgaben und effizientes Zeitmanagement.
• Ein starker akademischer Hintergrund wird bevorzugt.
• Eine nachgewiesene Erfolgsbilanz im Vertrieb wird vorausgesetzt.

LI-Hybrid

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates

• 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 client