At a Glance
- Tasks: Drive sales across DACH, generate new business, and manage client relationships.
- Company: Leading global asset manager with a focus on innovation and growth.
- Benefits: Competitive salary, discretionary bonus, strong benefits, and hybrid working.
- Other info: Clear path to Sales Director with excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real impact in the asset management industry.
- Qualifications: 2-3 years in asset management sales, fluent in German and English.
The predicted salary is between 60000 - 75000 £ per year.
A leading global asset manager is hiring a commercially-minded Senior Associate to support its DACH Sales Directors on the ground, selling across institutional and Tier 1 wholesale channels — pension funds, insurers, banks, private banks, fund selectors and discretionary platforms. This is a sales seat, not a support seat. You'll be measured on pipeline, activity and contribution to net new business, with a clear path to Sales Director and your own territory.
What you'll do:
- Generate and qualify new business across DACH, building pipeline alongside the Sales Directors
- Run your own client meetings and follow-ups — initially in partnership, increasingly independently
- Pitch the fund range with genuine fluency on strategy, positioning and performance
- Own a defined set of accounts and drive the cross-sell agenda
- Deliver the sales campaign engine: outreach, product launches, roadshows, conferences and events
- Track flows, mandates, gatekeeper decisions and competitor activity, turning it into actionable pipeline
- Own CRM discipline and regional sales MI
- Keep RFPs, DDQs and onboarding moving so deals don't stall
What you'll bring:
- 2-3 years+ in asset management distribution — sales, sales support, or a client-facing role with clear commercial exposure. Fund selection, investment consultancy and private bank sales backgrounds also considered
- Business-fluent German and English, written and spoken — non-negotiable, you will be selling in German
- Demonstrable commercial drive: meetings generated, mandates influenced, business won
- Credible knowledge of institutional and wholesale channels and European fund structures (UCITS; Spezialfonds / Master-KVG an advantage)
- Confidence in front of sophisticated professional buyers
- Willingness to travel and build a territory
- IMC / CFA / CAIA progression viewed positively
On offer: highly competitive base plus discretionary bonus, strong benefits, hybrid working from the London office, and real client exposure from day one. Applications treated in the strictest confidence — no details shared with our client without your consent.
Sales & Client Executive, Fund Management - Fluent German required employer: Ramsey Portia
As a global asset manager, we pride ourselves on being an excellent employer that fosters a collaborative and innovative work culture. Our hybrid working model, generous holiday allowance, and strong health and wellbeing benefits ensure a balanced lifestyle, while our commitment to professional development and family-friendly policies empowers employees to grow and thrive in their careers. Join us in the DACH region to make a meaningful impact in the financial services marketing landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Sales & Client Executive, Fund Management - Fluent German required
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Ramsey Portia. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Ramsey Portia.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Ramsey Portia. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Sales & Client Executive, Fund Management - Fluent German required
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Ramsey Portia and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Ramsey Portia how you can be a team player!
How to prepare for a job interview at Ramsey Portia
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Ramsey Portia.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Ramsey Portia's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
