Financial Advisor Germany Financial Advisor Germany …

Redstone Private Banking Search
à Munich, Bavière, Allemagne
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
Redstone Private Banking Search
à Munich, Bavière, Allemagne
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
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Diffusée par:
Diffusée par:
Senior Consultant
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Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

Redstone Private Banking Search are working with a German subsidiary of a US Global Investment Manager who are looking to grow their sales teams across Germany. This is part of a 2020 growth strategy to further develop the European coverage.

Key Responsibilities / Tasks

  • Responsible for converting a shortlist of German prospects into clients of the company through consultative selling
  • Initial interaction with all prospect clients over the phone (cold/warm call) with the intent of setting up a face to face meeting.
  • Responsible for successfully completing daily, weekly and monthly targets linked to calls, meetings and sales conversion.
  • To work as an outside sales representative of the company, working independently with a variety of investments products to sell (Bonds, Shares, ETFs).
  • Consistent travel to meet with all prospect with the end goal to secure them as a client of the Investment Manager

Key Qualifications / Experience

  • 5+ years’ experience in a similar role of financial advisor or business developer focusing on high net worth individuals (EUR 250,000 +)
  • Prior track record of business development and asset acquisition
  • Located in Germany (Can work from a home office arrangement)
  • Fluent in German and a good understanding of English
  • Role reports into Managing Director Germany
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