SENIOR CLIENT RELATIONSHIP OFFICER

Job description: Senior Client Relationship Officer

Tasks

• Promotion and sale of financial products to assigned customer accounts within the business segment to achieve a defined annual sales quota
• Managing existing customer relationships, ensuring a high level of service; analyzing customer penetration, reviewing strengths and weaknesses and identifying opportunities to improve the status quo
• Execution of a predefined sales strategy, search for new leads and sales opportunities through market analysis and acquisition of new customers, increasing the company's sales coverage
• Determining client needs and their individual investment objectives and tailoring product solutions to these needs; providing clients with information on product features, benefits and risks
• Preparation, review and approval of documentation for customer transactions in accordance with regulations and internal guidelines
• Review and maintain accurate records of customer interactions, sales activity and sales performance
• Updating market trends, economic developments and industry regulations
• Management and support of projects within the division

Requirements

• Bachelor's or Master's degree in business administration, finance or a similar field
• 5+ years of experience in structured/derivative sales
• Excellent interpersonal skills, proactive approach and ability to work under pressure
• Strong attention to detail and analytical skills
• Commitment to a dynamic, entrepreneurial and results-oriented culture
• Team player mentality with the ability to work independently
• Fluent in English and German

We offer

No specific benefits or offers mentioned in the text.