A vital go-to-person for the team for our affluent clients. You’ll help our clients manage their investments and save for the futures they want. In addition, you take part in sales and campaign management activities. Ideally, you have a profound knowledge about investment products and markets with the ability to present on point market insights to clients and the team. This includes:

• provide assistance in fund questions and market views or fund alternatives in the respective market phase for our clients
• carry out customer meetings on site
• explain our products and services, while making sure our clients can get the best out of our tools
• handle and resolve a wide range of issues from an equally wide range of clients – and colleagues to make every conversation, email and letter a positive and helpful experience
• participate in client events and represent our company at fairs
• be involved in the conception, planning and management of sales measures such as mailings or events
• provide ideas for current topics in newsletters, web or mailings
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