Senior Institutional Sales Specialist (Mexico) - ETFs/Fixed Income/Multi-Asset/Equity jobs in United States
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Deutsche Bank · 2 months ago

Senior Institutional Sales Specialist (Mexico) - ETFs/Fixed Income/Multi-Asset/Equity

DWS Group is an industry-leading firm with a global presence, seeking a Senior Institutional Sales Specialist focused on the Xtrackers ETFs franchise in Latin America, particularly Mexico. The role involves establishing sales strategies, promoting investment platforms, and managing client relationships within the region.

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Responsibilities

Working with management to establish and execute the sales strategy and deliver on key performance indicators for Latin America Xtrackers business, with a particular focus on Mexico
Promote the Xtrackers UCITS, 40 Act, SMA’s platforms, with Latin American Institutional investors such as Pension Plans, Asset Managers, Private Banks, and Wealth managers
Represent and develop the Xtrackers business in Mexico and the rest of the Latin American region
Organize and participate in meetings and events with both existing and potential clients (e.g. introduction and review meetings, road shows, conferences, events)
Directly owning client relations and handle requests whilst ensuring a prompt and accurate response
Share with clients and prospects DWS’s thought leadership, generate investment ideas and ad-hoc content in the region that supports the implementation through our Xtrackers and passive solutions

Qualification

Sales strategyRelationship managementInstitutional investorsAnalytical skillsCFA certificationProject managementSpanish languageLeadership skillsSelf-starter

Required

Proven senior expertise with a strong background and network in sales and relationship management in buy side or sell side firms covering Mexico Institutional investors, including regulatory structure, compliance governance, and requirements
Strong, collaborative leadership style with the capacity to develop solid peer-to-peer relationships across the organization
Excellent analytical, technical, and project management skills
A self-starter with strong sales capabilities, as demonstrated by revenue figures
Educated to Bachelor's degree level. Undergraduate degree in relevant field, such as economics, finance, or business administration (or equivalent qualification / work experience). A post-graduate degree such as an MS or an MBA and investment certifications such as CFA or CIMA are preferred
US working visa required
License(s) required: Series 7, 63

Preferred

A post-graduate degree such as an MS or an MBA and investment certifications such as CFA or CIMA are preferred

Benefits

Healthcare
Company perks
Retirement plan
Physical, emotional, and financial wellness benefits

Company

Deutsche Bank

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Deutsche Bank is an investment bank that offers financial products and services to corporate and institutional clients.

Funding

Current Stage
Public Company
Total Funding
$2.07B
Key Investors
European Investment BankCapital GroupCerberus Capital Management
2025-06-11Post Ipo Debt· $570.76M
2024-11-14Post Ipo Debt· $1.5B
2020-10-13Post Ipo Equity

Leadership Team

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Dilipkumar Khandelwal
Chief Executive Officer, Deutsche India
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Tom Patrick
CEO, Americas
Company data provided by crunchbase