Investment Solutions Expert (m/w/d) -Magdeburg
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 Investment Solutions Specialist (Sales & Advisory)
Builds
Strategic investment relationships and customized portfolio solutions for non-profit and social sector organizations
Domain
Banking / Wealth Management / Social Economy
Required skills
Client acquisition, strategic account development, investment advisory, sustainable investment strategies, cross-selling, market analysis, regulatory knowledge
Preferred skills
Foundation in asset management, CIIA certification, Foundation advisor certification, sustainable finance expertise
Technologies
CRM systems, investment platforms, market data tools
Responsibilities
Acquire new clients and develop existing business relationships, provide personalized investment advice and portfolio management, identify cross-selling opportunities with internal teams, analyze market trends and regulatory changes, manage client portfolios for foundations and non-profits, achieve sales targets based on economic KPIs
Seniority
Senior, hands-on IC