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Job Description PURPOSE
Using discretion and judgment, acts as relationship manager for MFSI clients in Germany. Develops and maintains a close and direct relationship with the client. Gathers and retains assets from new and existing clients.
To focus working on developing and maintaining systematic touch points and processes for tactical out-reach to all prospects in an effort to develop new business aligned with the strategic initiatives of the firm
Acts as the primary contact for clients regarding all aspects of the relationship with MFS in Germany. Maintains, expands, and communicates knowledge of all client's needs, concerns and overall satisfaction with MFS, through frequent contact (direct, written, and oral) and portfolio review meetings. Provides same services to client consultants, as necessary.
Retains and gathers new assets from existing clients.
Gathers new clients, specifically targeting funds up to $1bn.
Assists in the development of the sales plan and marketing efforts and in prospecting and reaching out to institutional investors in Germany.
Educates client on multi-service capabilities of MFS; keeps client informed of products and enhancements within MFS, relevant industry information and developments in financial markets.
Anticipates and develops opportunities to expand and strengthen the relationship. Know client's evolving and changing investment needs and initiate action to capitalize on them. Involves other MFSI personnel as necessary in this process.
Anticipates risks to the relationships, take steps to protect them, and keeps manager appraised.
Interacts with other MFS departments (Sales, Client Service, Relationship Management, Investment, Legal, Accounting, Compliance) to ensure that client needs are being met at all levels.
Works with transition team to smoothly establish new relationships.
Oversees all aspects of preparation for client reviews and leads meetings.
Prepares and conducts quarterly or semi-annual portfolio updates and reviews along with Institutional Portfolio Managers.
Keeps appropriate parties (Sales, Marketing, Portfolio Management, MFSI Management) abreast of client needs and developments to ensure that goals are met.
Maintains full understanding and file of client's business and executive personnel, financial, competitive and technological development. Updates CRM system as appropriate with all client details (contacts, meetings, history, client plans and key initiatives).
Works with Investment Team to ensure investment presentations are impactful.
Performs client visits to MFS offices (i.e. due diligence meeting, review meetings, etc.).
Supports initiatives associated with client conferences and firm sponsored events.
Assists the Senior MD in all sales efforts for the whole region and assume additional responsibilities as and when requested.
Work in conjunction with Institutional Sales Directors to build/strengthen relationships and drive sales with prospects within the designated territories. Respond to more complex prospect inquiries directly in conjunction with the territory sales director as an internal backup contact for the Sales Directors
Cold-calling - responsible for cold calling the entire market spectrum within the territory. This requires calling on bronze to platinum prospects with the goal of raising brand awareness for MFS and the "Territory Team" within the territory by establishing a dialogue, extending the dialogue, scheduling meetings and raising activity levels.
Sales/Marketing - Develop systematic methods to expand relationships with prospects and field consultants within the designated territories with a goal of being able to document complete coverage of the territory and increasing revenue generation within the territory.
Training - Maintain a high level of product expertise - both MFS and non-MFS products. Be up to date on industry news, including industry publications, conferences, and seminars. Represent MFS at industry conferences/events as required.
Strong written, verbal and interpersonal skills, with a desire to develop and refine presentation skills
Creative thinker who has the ability to operate autonomously while working in broad team dynamics
Strong interpersonal skills with desire of developing both prospect and client oriented relationships
Willingness to travel up to 25% of the time to attend prospect/client related meetings
Bachelor's degree required. CFA however MBA and post graduate work also beneficial.
Proven experience in investment-related or financial experience with a track record of direct client-oriented capacity.
Demonstrated passion for developing and nurturing client relationships.
Knowledge of domestic and foreign financial markets and products required.
Excellent written and oral communication skills as well as presentation skills.
Ability to set priorities and meet deadlines.
Ability to work in a team environment.
Ability to work independently and a self-starter.
MIFID II - Advice Giver qualifications required
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email firstname.lastname@example.org for assistance.
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