Investment Sales Assistant (m/w/d)
Hybrid
Core
Support investment sales processes, qualify leads, coordinate client meetings, and assist in customer acquisition for a digital wealth management firm.
Role type
Investment Sales Assistant
Builds
Client acquisition and meeting coordination for a digital wealth management platform
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Lead qualification, appointment coordination, CRM data management, client reactivation, cross-functional collaboration
Preferred skills
Experience in banking/insurance/financial services, negotiation skills, digital application proficiency
Responsibilities
Telephone qualification of prospects, scheduling and coordinating advisory meetings, supporting the sales team in customer acquisition, maintaining CRM records, following up with leads
Seniority
Entry-level / Junior