Description

As a Sales Development Representative, you will play a key role in driving sales growth by identifying leads, supporting initial meetings, and analyzing market trends. Your day-to-day responsibilities will involve collaborating with the sales team and engaging with potential partners at industry events.

Requirements

• •University degree in business administration, economics, finance, accounting, business informatics, or equivalent qualification
• •Hands-on mentality, ability to work independently and structured
• •Initial hands-on experience in sales or sales-related tasks in wealth management or the financial sector
• •Enjoyment of interacting with customers and selling modern technologies
• •Analytical approach and the ability to derive innovative concepts
• •Good understanding of asset classes and financial markets
• •Business fluent in German and English
• •Thoroughness, confidentiality, loyalty, and willingness to travel

Tasks

• •Identify and qualify potential leads with the Sales Manager
• •Support the Sales Manager in initial meetings and scheduling appointments
• •Assist in developing and implementing market strategies
• •Analyze customer needs, competitors, and market trends
• •Maintain customer interactions and information in HubSpot CRM
• •Screen target markets for potential strategic partnerships
• •Represent the company at financial and FinTech events

Benefits