Head of Wealth Management (m/w/d)

COMETUM Capital; München; Vor Ort; EUR 80.000 - 120.000; Vollzeit

Zusammenfassung

A leading company in tokenization is seeking a Head of Wealth Management to enhance their wealth management platform. The role involves developing strategic partnerships, implementing sales strategies, and leading a dynamic sales team. Candidates should possess strong sales experience in financial services, particularly in private banking or wealth management, and a Bachelor's degree. Exciting opportunities for growth and development in a modern workplace environment are provided.

Leistungen

Equity option

Flexible working hours

Support for further education and professional development

Attractive salary package and bonus structure

Dynamic and innovative company environment

Qualifikationen

• Minimum of 5 years of experience in sales of financial services.
• Strong understanding of private market investments.
• Experience in leading a sales team.

Aufgaben

• Develop and implement comprehensive sales strategy.
• Identify potential customers and business opportunities.
• Build and maintain long-term customer relationships.
• Lead and develop the sales team.

Kenntnisse

Communication

Negotiation

Strategic Thinking

Analytical Abilities

Goal Orientation

Ausbildung

Bachelor's degree in Business, Finance

Jobbeschreibung

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.