Referent (m/w/d) Vermögensanlage
Core
Managing and driving the sales strategy for wealth management products (securities) for private customers, focusing on market analysis, product lifecycle management, and sales enablement.
Role type
Senior sales strategy and product management specialist (wealth management)
Builds
Sales concepts, product lifecycle management, sales enablement materials, and market analysis reports for private banking clients
Domain
Banking / Wealth Management / Private Banking
Deliverable
product features
Required skills
Wealth management product knowledge, sales strategy development, market and competitive analysis, product lifecycle management, sales enablement, stakeholder coordination
Preferred skills
Agile working methods, process and technical understanding, long-term experience in sales support
Technologies
None explicitly stated
Responsibilities
Develop product-, target group-, and occasion-based sales concepts; Support products through the entire lifecycle from idea to market launch; Analyze market and competitive developments; Create sales-supporting materials and argumentation aids; Coordinate with internal and external partners; Participate in annual target and budget planning