Not specified; not specified; comprehensive benefi...
Hybrid
Long-term successful sales experience in financial services
Comprehensive knowledge of mifid compliant advisory process
Strong acquisition skills for wealth management clients
The role involves managing a personal client portfolio with complex advisory needs in the Wealth Management segment as the primary point of contact
Job Summary
The role involves managing a personal client portfolio with complex advisory needs in the Wealth Management segment as the primary point of contact.
Candidates are expected to utilize strong sales skills to expand the product and service range for existing clients while actively acquiring new customers.
The company offers a comprehensive benefits package including mental health support, physical fitness programs, flexible working models, and retirement plans.
Matching Summary
The role involves managing a personal client portfolio with complex advisory needs in the Wealth Management segment as the primary point of contact.
Salary
Not specified; Not specified; Comprehensive benefits including health checks, pension plans, and transport subsidies
Skills & Requirements
Must-have
long-term successful sales experience in financial services
comprehensive knowledge of MiFID compliant advisory process
strong acquisition skills for wealth management clients
Nice-to-have
experience mentoring junior advisors
active networking within the market
high degree of customer and service orientation
Key Requirements
Training as a Banker (Bankkaufmann/frau) or relevant higher education
Several years of successful sales experience in financial services
Proven track record in appointment setting and unlocking client potential