Dws - Coverage Division Etf Sales Switzerland
Vor 4 Tagen
**Organizational context**:
DWS Group (DWS) is one of the world's leading asset managers with EUR 928bn of assets under management (as of 31 December 2021). Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines.
We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management - as well as our deep environmental, social and governance focus - complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground-knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, which guides our investment approach strategically.
DWS wants to innovate and shape the future of investing: with approximately 3,500 employees in offices all over the world, we are local while being one global team. We are investors - entrusted to build the best foundation for our clients’ future.
**Main Tasks -**
Product focus: ETFs, Index Funds and Indexed Mandates
- Institutional segment coverage in Switzerland complementary to passive sales from the Zurich and Geneva offices
- Wholesale segment coverage for private banks as well as wealth & asset managers
- Management and implementation of client related activities such as client meetings, events, road shows, conferences, etc.
- Defining segment specific marketing and distribution strategy
- Business planning, client tiering and segmentation and execution of sales strategy
- Handling of client requests while ensuring a prompt and accurate response as well as finding quick solutions to such issues as compliance guidelines, modification of mandates or investment guidelines, performance calculations, valuation reconciliation and general developments in the client segment
- Organising and coordinating regular communications and reports to clients and prospects
- Management of periodic client communications and holdings reporting
- Collaboration with DWS coverage team in the wholesale segment
- Collaboration with sales support, the passive product division and capital markets
Education: BSc./MSc in finance, business administration or mathematics, similar higher education degrees or Bank apprenticeship with relevant business experience and further education
- Languages: German & English, other languages an asset
- Business Experience: Minimum 5-7 years experience in financial markets and sales roles
- Markets: Strong know-how of current drivers for change in the wholesale market - regulatory environment, changing client needs, competitor positioning
- Skills: technical asset allocation, trading and/or product structuring as well as fund/index MF product and trading know-how
- Know-how: proficient in Microsoft office & Bloomberg
**Personal characteristics -**
Strong team player with client centricity and good communication skills
- Natural curiosity and eagerness to learn
- Excellent interpersonal skills as well as perseverance and tenacity in difficult or delicate situations
- Ambitious and highly driven professional who is able to set priorities and work under pressure
- Structured and detail-oriented approach to solving problems and implementing solutions
- Interest in, and eagerness to learn about, ESG, sustainable investments and underlying norms and behaviours
Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
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