- Responsibility for profitability of the customer portfolio
- Responsible for comprehensive, personalized relationship management and training of internal and external customer value creation potential
- Overall responsibility for customer satisfaction and customer loyalty
- Supervision and coordination of administration and business management within the scope of valid processes and policies
- Increase of volume and margin of the customer portfolio and asset management in the form of care
- Professional and strategic management of WM target customers, taking into account an investor-friendly policy and investment advice
- Asset allocation in terms of strategic and tactical asset allocation
- Profit-oriented construction and development of a customer's portfolio by:
- Acquisition (new and existing customers)
- Increasing the share of wallet
- Exploiting cross-selling opportunities
- Managing profit-oriented utilization of the managed client portfolios in the securities
- Development and implementation of structured sales ideas in close collaboration with the Investment Manager
- Establishment and development of a multiplier network
- Bank training and / or academic training
- Minimum 5-10 years of experience in dealing with (ultra) high net worth individuals
- Sales strength and goal orientation
- High ability to communicate, good interpersonal skills to develop working relationships
- Good knowledge of the framework of the Luxembourg financial centre
- Willingness to travel regionally
- Readiness of mind, pro-active attitude, clear structured working methods
- Ability to work under pressure and meet deadlines
- Performance orientation and assertiveness
- Very good command of German and English. Other languages will be an added value.
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DWS - (Senior) ESG Product Specialist
vor 2 Wochen
0814 DWS Investment S.A. Duppach, Deutschland GanztagsDescription · : (english version below) · Über die DWS · Heutzutage sind die Märkte einer ganzen Reihe von Risiken ausgesetzt - aber auch einer ganzen Reihe von Chancen. Die Chance, anders zu innovieren. Die Chance, verantwortungsvoll zu investieren. Und die Chance, etwas zu ve ...
Sales Specialist VP - Duppach, Deutschland - 0871 Deutsche Bank Luxembourg S.A.
Beschreibung
Description
:Sales Specialist, Luxembourg
The Sales Specialist works with the Lead Salesperson to meet agreed sales and revenue targets. The Sales Specialist will generate detailed client / product knowledge, market knowledge and cultivate client relationships in order to generate sales opportunities. The Sales Specialist will work to develop deep understanding of the client need / product detail and Bank's capabilities with the aim of meeting client satisfaction expectations. The Sales Specialist will be conversant relevant legal, regulatory and Bank policy requirements and operate accordingly. Together with the Lead Salesperson ensure liaison with existing clients. Researching and fostering new client opportunities. Building the necessary working relationships with origination, trading, research, client services, and operations staff – if applicable & to the degree that is commensurate with the business area - to ensure effective end to end client / product delivery.
Key Responsibilities:
Tasks
Qualifications / Skills:
The successful candidate will be asked to present a recent criminal record.
Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance.
