Sales Analyst (m/w/d)
Core
Support the success of the WealthTech platform QPLIX by developing market strategies with Sales Executives and building a customer base of Family Offices, financial institutions, independent wealth managers, and pension funds across Germany and Europe.
Role type
Sales Analyst
Builds
Customized WealthTech solutions for institutional and high-net-worth clients
Domain
Wealth Management / FinTech
Deliverable
client delivery
Required skills
Lead generation, pitch presentations, RFP analysis, new customer acquisition, partner relationship management, market screening, event representation
Preferred skills
Understanding of asset classes and financial markets
Technologies
None stated
Responsibilities
Support lead generation and conversion; deliver pitch presentations with Sales Executives; analyze and process RFPs; systematically contact potential new customers; develop and maintain partner relationships; screen target markets for strategy; represent the company at financial and FinTech events
Seniority
Mid-level, hands-on IC