Tax specialist Jobs in Gerolstein

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 :

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

Tasks

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

Qualifications / Skills :

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.

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.