Associate, Institutional Sales & Client Services (M/W/D)

Overview

In this role you support the institutional business in the DACH region as part of the Global Client Group. You’ll help grow the client base and identify new opportunities while collaborating across Investment, Marketing and Events teams to deliver a seamless 360-degree client experience. You will build expertise in Dimensional’s evidence-based investment approach and communicate insights through client-ready materials. This position offers structured training and exposure to multiple disciplines within a team‑driven, inclusive environment.

Pay / Benefits

• comprehensive benefits
• on-the-job training
• team‑based and inclusive environment

Responsibilities

• Become expert on Dimensional’s evidence-based investment approach across strategies and vehicle types
• Support the institutional sales team in client service activities
• Prepare and manage presentations and client materials on strategies, research, asset allocation, ESG
• Coordinate regular client reporting and address related inquiries with SME support
• Maintain accurate client records in the CRM system
• Lead or contribute to projects to support sales and client relationships (market research, prospective clients)
• Collaborate with Investment, Marketing and Events teams to deliver a Dimensional 360 experience
• Build relationships across the Global Client Group and other internal departments (locally and globally)
• Long-term goal: develop and assume ownership of client relationships

Key requirements

• German native or fluent (spoken and written) and English fluency
• Bachelor’s degree or equivalent in a relevant field
• Solid experience in investment or asset management
• Strong understanding of public equity markets; fixed income knowledge is a plus
• Experience with separate accounts and KVGs is a plus
• Excellent process management and ability to multitask
• High attention to detail; able to work independently
• Strong analytical, interpersonal, verbal and written communication skills to explain investment concepts
• Ability to build and maintain relationships with internal stakeholders and clients
• Solid Excel and PowerPoint skills

• relationship-building
• clear communication
• analytical mindset
• Excel
• PowerPoint
• CRM system

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