Referent (m/w/d) Vermögensanlage
Core
Develops and implements sales concepts for wealth management products, supports product lifecycle from idea to market launch, and analyzes market/competitive developments.
Role type
Senior sales strategy specialist (wealth management)
Builds
Sales concepts, product lifecycle support, market analysis reports, sales enablement materials
Domain
Banking / Wealth Management
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 understanding, technical understanding
Responsibilities
Develop product-, target group-, and occasion-based sales concepts; Support products from idea to market launch; Analyze market and competitive developments; Create sales enablement materials and arguments; Coordinate with sales areas and partner organizations
Seniority
Senior, hands-on IC