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
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
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
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