Head of Wealth Management (mwd)

Cometum; München; Hybrid; EUR 90.000 - 120.000; Vollzeit

Zusammenfassung

A leading wealth management platform is seeking a Head of Wealth Management to develop and implement sales strategies, build partnerships, and lead a sales team. The ideal candidate will have at least 5 years of experience in financial services sales, strong knowledge of private market investments, and excellent communication skills. This role offers an attractive salary package and benefits in a dynamic working environment.

Leistungen

Equity option

Growth-oriented environment

Attractive salary package

Support for further education

Qualifikationen

• Minimum of 5 years of experience in sales of financial services.
• Experience in private banking or wealth management industry.
• Demonstrated track record of acquiring new clients.

Aufgaben

• Build strong B2B partnerships with private banks and wealth managers.
• Implement a comprehensive sales strategy to achieve revenue targets.
• Identify potential customers through market analysis.

Kenntnisse

B2B partnerships

Sales strategy development

Market analysis

Customer relationship management

Team leadership

Sales metrics tracking

Communication skills

Negotiation skills

Analytical abilities

Strategic thinking

Ausbildung

Bachelor's degree in Business or 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

• Bachelors 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.