Investment Solutions Expert (m/w/d) -Berlin
Core
You will actively expand the Investment Solutions business area, acquire new clients, and develop tailored investment strategies for customers in the healthcare, social, and education sectors, with a focus on sustainable investing and foundations.
Role type
Senior Investment Solutions Specialist (Client Acquisition & Advisory)
Builds
Customized investment portfolios and strategic client relationships for non-profit and social sector organizations
Domain
Banking / Wealth Management / Sustainable Finance
Required skills
Client acquisition and business development, Investment advisory and portfolio management, Knowledge of securities and investment markets, Strategic planning and sales analysis, Cross-selling and partnership building, Market trend analysis
Preferred skills
Foundation advisor certification, Sustainable investment advisor certification, CIIA certification
Technologies
CRM systems, Investment analysis tools, Digital advisory platforms
Responsibilities
Acquire new clients and strategically develop existing customer relationships, Provide personalized investment advice and present concepts to decision-makers, Identify cross-selling opportunities with internal teams, Analyze customer portfolios and market data to drive sales targets, Monitor market and regulatory trends to inform product development, Manage client relationships for foundations and non-profit organizations