Head of Wealth Management (m/w/d)
at Cometum
München, Bayern, Germany -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 06 Feb, 2025 | Not Specified | 07 Nov, 2024 | N/A | Strategic Thinking,Private Equity,Financial Services,Finance | No | No |
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US Citizen | Student Visa |
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Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
We are seeking a highly qualified and experienced Head of Wealth Management for our wealth management platform, “COMETUM.” As a pioneer in the field of tokenization, we provide investors with access to previously hard-to-reach private market investments such as private debt and private equity. With our innovative approach, we are revolutionizing the market and creating new opportunities for investors worldwide.
Tasks
- Built strong B2B partnerships with private banks, wealth managers and family offices.
- Develop and implement a comprehensive sales strategy to strengthen our market presence and achieve revenue targets.
- Identify potential customers and business opportunities through targeted market analysis and networking activities.
- Build and maintain long-term customer relationships through professional consulting and support.
- Collaborate with internal teams, including product development and marketing, to understand customer requirements and offer solutions.
- Lead and develop the sales team to maximize their performance and goal achievement.
- Track sales metrics and provide regular reports to management.
Requirements
- Bachelor’s degree in Business, Finance, or related fields (top tier universities preferred).
- Minimum of 5 years of experience in sales of financial services, preferably in the private banking or wealth management industry.
- Demonstrated track record of acquiring new clients and building long-term customer relationships.
- Excellent knowledge of private market investments, particularly in the area of private equity, private debt or real assets.
- Experience in building and leading a sales team.
- Excellent communication and negotiation skills.
- High level of goal orientation, assertiveness, and initiative.
- Strong analytical abilities and strategic thinking.
Benefits
- Equity option.
- Exciting career opportunity in a dynamic and innovative company.
- Chance to shape the future of the investment industry.
- Growth-oriented environment with development opportunities.
- Attractive salary package and bonus structure.
- Collaboration with a highly qualified and motivated team.
- Modern workplace with flexible working hours.
- Support for further education and professional development.
Responsibilities:
- Built strong B2B partnerships with private banks, wealth managers and family offices.
- Develop and implement a comprehensive sales strategy to strengthen our market presence and achieve revenue targets.
- Identify potential customers and business opportunities through targeted market analysis and networking activities.
- Build and maintain long-term customer relationships through professional consulting and support.
- Collaborate with internal teams, including product development and marketing, to understand customer requirements and offer solutions.
- Lead and develop the sales team to maximize their performance and goal achievement.
- Track sales metrics and provide regular reports to management
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Marketing/Advertising/Sales
Sales / BD
Sales
Graduate
Business finance or related fields (top tier universities preferred
Proficient
1
München, Germany