Head of Treasury Strategies
FalconXFull Time
Expert & Leadership (9+ years)
Candidates must possess higher education in Business/Economics or an equivalent qualification. A minimum of 7-10 years of sales experience within the Asset Management industry or a related field is required. Expertise in investment strategies and financial instruments, including equities, fixed income, and FX, is essential. Extensive knowledge of the investment management business in Spain is also necessary. The ideal candidate is a self-starter, result-oriented, self-motivated, and capable of taking a logical approach to problem-solving, prioritizing effectively, and finding optimal solutions. An enthusiastic and flexible attitude, with experience across a wide range of fields, is expected, along with strong interpersonal skills and a proactive approach to conflict resolution.
The Sales Associate Director will be responsible for business development and client relationship management within the Iberia Sales team, focusing on expanding the client base and promoting funds to new and existing clients. This includes identifying opportunities, delivering in-depth fund and investment presentations, and managing day-to-day servicing and fund promotion activities. Responsibilities also involve conducting sales activities and building relationships with mutual fund distributors, family offices, and institutional clients. The role includes promoting new products to client sales organizations and branches, building and maintaining relationships with key clients like pensions and banks, and planning and executing mass marketing plans to increase the client base. Maintaining up-to-date knowledge of products, financial markets, and the competitive landscape is crucial, as is close collaboration with internal stakeholders such as Marketing, Product Specialists, Client Services, and overseas offices to meet client needs and generate business.
Investment solutions and retirement expertise provider
Fidelity International provides a variety of investment solutions and retirement services for institutions, individuals, and financial advisers around the world. Their offerings include investment management services, personal investing platforms, and retirement savings solutions, which help clients work towards their long-term financial goals. The company combines its expertise in savings and pensions with a selection of investment options, both its own and from other providers. What sets Fidelity International apart from its competitors is its strong focus on sustainability and responsible investing, ensuring that their business practices and investment processes consider societal and environmental impacts. The goal of Fidelity International is to empower clients to achieve and maintain financial health throughout their lives.