About FundFinity
FundFinity, a brand of VaR Value Research & Media, connects international asset managers with professional investors across Europe. We support asset managers in developing their presence in European markets and help investors discover relevant investment strategies. Our work is relationship-driven, with considered, often long-term sales cycles.
About the role
We are looking for a highly organised and commercially minded Relationship Manager to manage digital outreach, written prospect communication and pipeline progression for prospective asset-management clients and professional investors.
This is a relationship-led commercial role, not a high-volume sales position. Prospect communication is written, with no cold calling. Your goals will include generating qualified meetings, ensuring relevant product materials are shared and contributing to the team's sales targets. You will work closely with our CEO, who leads prospect meetings and closing conversations.
You will communicate directly in writing with professional investors mainly across Germany, Austria and Switzerland. German-language communication will initially make up the larger share of the role, alongside English-language investor communication, for example in non-German-speaking Switzerland. Communication is prepared through AI-supported workflows and reviewed internally. German is therefore welcome but not required; excellent written and spoken English, confident use of AI and careful quality assurance are essential.
What you will do
· Plan and execute targeted outreach to professional investors using CRM data.
· Prepare German- and English-language investor communication through AI-supported workflows, coordinate internal review and take responsibility for accuracy, tone and quality before sending.
· Review responses, follow up thoughtfully and convert suitable interest into qualified meetings with our CEO.
· Manage leads, prospects and deals in Pipedrive, using it as the central system to drive pipeline activity, priorities, follow-ups and next steps.
· Identify stalled opportunities, pending approvals, missing information and overlooked next actions, and follow up or escalate early.
· Manage several campaigns and investor conversations reliably using Pipedrive, Outlook and other tools.
Your profile
· Degree in business, finance or a related field.
· 3–5 years of relevant relationship-management or professional client/prospect-facing experience in asset management, private banking, HNI/UHNI wealth management, corporate or institutional banking, investment services or a similarly consultative financial-services environment.
· Proven ability to manage professional relationships primarily through written and digital communication.
· Hands-on CRM experience managing leads, deals, activities, follow-ups and pipeline progression.
· Basic knowledge of mutual funds and investment products.
· Excellent written and spoken English, with the ability to communicate naturally, clearly and professionally.
· Strong commercial judgment, attention to detail and the ability to prioritise several parallel conversations.
· A proactive, reliable working style: you notice missing information and next steps, follow through and communicate risks early.
· Confidence using AI tools responsibly and critically, with careful quality assurance of accuracy, relevance, tone and context.
· Comfort working independently in a remote, international team.
This would be a plus
· Experience working with professional or institutional investors.
· Experience with Pipedrive and familiarity with Asana, Outlook and Microsoft Teams.
· German-language skills are welcome but not required.
What we offer
· A fully remote role within a committed, international team.
· Flexible working hours around agreed team coordination.
· An environment that supports learning, development and practical use of AI.
· A bring-your-own-device setup; a quiet professional workspace and fast, stable internet are required.
Working arrangement
· Remote, full-time engagement with our Germany-based company under an independent contractor agreement.
· Approximately 40 hours of professional capacity per week.
· Availability for agreed internal meetings between 6:00 a.m. and 4:00 p.m. UK time, Monday to Friday; outside meetings, deadlines and necessary collaboration, working hours are flexible.
How to apply
Please submit your CV and complete the short Indeed questions. Selected candidates will be invited to complete a separate short written task before the first interview.
Pay: ₹800,000.00 - ₹1,200,000.00 per year
Benefits:
- Flexible schedule
- Work from home
Application Question(s):
- What is motivating you to consider a new role, and what specifically attracts you to this position? Please answer in approx. 100–150 words.
- Which AI tools do you currently use professionally, and what do you use them for? Please answer in 2–4 sentences.
- Which CRM systems have you used professionally, and how did you use them to manage pipeline activity and follow-ups? Please answer in 2–4 sentences.
Education:
Experience:
- financial-services relationship management: 3 years (Required)
Work Location: Remote
