Investment Solutions Expert (m/w/d) -Köln
Core
Investment Solutions Expert responsible for acquiring new clients, developing existing relationships, and providing tailored investment advice with a focus on sustainable strategies for social, health, and education sector clients.
Role type
Senior IC Investment Advisor / Business Development
Builds
Customized investment portfolios and strategic client relationships
Domain
Financial Services / Wealth Management / Sustainable Investing
Required skills
Client acquisition, Strategic account management, Sustainable investment advisory, Cross-selling, Portfolio analysis, Market trend analysis
Preferred skills
CIIA certification, Foundation advisor qualification, Experience in asset management, Business degree
Technologies
Investment platforms, CRM systems, Market data tools
Responsibilities
Acquire new clients and develop existing business relationships, Provide personalized investment advice and present concepts to decision-makers, Collaborate with firm customer specialists to create value-added solutions, Manage client portfolios and analyze sales targets, Monitor market and regulatory developments to inform product offerings
Seniority
Senior, hands-on IC