Vertriebsspezialist Investmentfonds (m/w/d)
Core
Support financial advisors and clients with open investment funds, creating product recommendations, portfolio analysis, and conducting training workshops.
Role type
Sales specialist for open investment funds
Builds
Product recommendation lists, model portfolios, market analyses, and client information materials
Domain
Financial services / Investment management
Deliverable
product features
Required skills
Knowledge of open investment funds, analytical skills, interest in capital markets, organizational skills
Preferred skills
CFP, CFA, CIIA certifications
Technologies
None stated
Responsibilities
Support advisors with product and sales training, create individual offers and portfolio structures, conduct internal and external workshops, support marketing content creation
Seniority
Mid-level specialist