Vertriebs- und Führungskraft im Finanzbereich (m/w/d)
Core
Individual financial advisory focusing on retirement planning, investments, sustainable wealth planning, and real estate security/financing, while building relationships with private and corporate clients and recruiting new sales staff.
Role type
Sales and leadership role in financial advisory
Builds
Client relationships, sales team, and individual financial portfolios
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Sales, leadership, financial advisory, client relationship management, recruitment
Preferred skills
Motivation for competition, willingness to learn, networking
Technologies
Modern digital processes
Responsibilities
Provide individual financial advice, build relationships with private and corporate clients, recruit new sales employees, participate in sales strategies, develop personal network
Seniority
Entry to Senior, hands-on IC with leadership potential