Berater Vertrieb Asset Management (w/m/d) in Vollzeit
Core
Acquire and manage wealth management and special fund mandates for high-net-worth individuals, corporations, semi-institutional investors, and foundations in cooperation with Sparkassen.
Role type
Senior Asset Management Sales Consultant (B2B)
Builds
Wealth management mandates and special fund engagements for Sparkassen and private clients
Domain
Banking / Asset Management / Wealth Management
Deliverable
client delivery
Required skills
Asset management sales, portfolio management, private banking, wealth management, B2B acquisition, compliance (WpHG, MaAnzV, MiFID), client reporting, investment strategy development
Preferred skills
Banking degree, experience with foundations/non-profits, public speaking, travel readiness
Technologies
None stated
Responsibilities
Acquire and manage mandates for wealthy clients and Sparkassen, develop strategies for new business and retention, create investment strategies and portfolio analyses, organize investment committee meetings, conduct client reporting and correspondence, support large mandate acquisitions, lead annual VVS meetings and client events, ensure regulatory compliance
Seniority
Senior, hands-on IC