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Job Information

Nuveen Investments Nuveen - AVP, Insurance Sales, Central Europe in Frankfurt, Germany

Key responsibilities will include :

  • Help drive sales across the region together with senior sales personnel, and support the Head of Insurance, Central Europe

  • Proactively engage clients on conversations around investment themes and outlook, help to arrange meetings, visit, training etc.

  • Manage client queries on portfolio related matters. Follow through on issues with relevant internal teams

  • Coordinate client portfolio reviews or ad-hoc conference calls with clients and investment teams

  • Support senior sales personnel in preparation of roadshows, client meetings, in due diligence and onboarding process

  • Proactively identifying new business opportunities by completing ongoing screens and staying abreast of current manager searches

  • Participating in and working with relationship managers to prep for client meetings both for new business opportunities and ongoing due diligence with clients

  • Regularly monitor portfolio performance and work with senior sales to defend at risk mandates

  • Execute new and terminated investment mandates through coordination with various operations teams and client service team

  • Develop strong internal relationships with portfolio managers, product specialists and other teams globally to enhance delivery of our services to clients; continually seek process and service improvements

  • Manage client and sales activity information in the client relationship management system

  • Coordinating regulatory & tax client requirements with product teams to provide eligible products to the clients in DACH region

Experience, Skills & Qualifications Required

  • At least 3 years’ financial services experience, ideally within asset management

  • General understanding of financial markets, investment vehicles and regulatory landscape in the DACH region

  • Track record of building strong working partnerships and effectively managing client expectations

  • Self-motivated individual, with the ability to take ownership to ensure outcomes are achieved

  • Degree in related field (Economics, Finance, Accounting, or Marketing)

  • CFA qualification preferred but not necessary

Competencies Required

  • Effective communication skills, both written and verbal

  • Delivering results and meeting client expectations

  • Planning and organizing

  • Working with people

  • Relating and networking

  • Persuading and influencing

  • Adhering to principles and values

Regulatory registration required: No

Career Level

7IC


Company Overview

Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, listed equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at www.nuveen.com

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For residents of California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) to access the EU / UK Pre-employment Notice.

For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

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