Investment Solutions Expert -Köln (m/f/d)

New customer acquisition and customer development: You actively expand the Investment Solutions business unit, attract new customers and develop existing customer connections strategically. Through your presence with the customer on site, you will unlock potentials and initiate sustainable business relationships. investment consulting & customer support: You accompany your customers in personal and digital consulting talks and develop tailor-made investment solutions. In particular, you advise on sustainable investment strategies and present your concepts convincingly at decision-making level. Collaboration & Cross-Selling: Together with corporate customer consultants, product specialists and other specialist areas, you create individual value-added solutions for our customers. You identify cross-selling potentials and use them specifically to further develop the customer business. Support for non-profit organisations and foundations: You know the special requirements of foundations and non-profit organisations and combine sound knowledge of the foundation landscape with a professional and demand-oriented investment advice. Sales management and potential analysis: Identify on the basis of economic indicators and market information Your attractive target customers, continuously analyse your customer portfolio and conduct appropriate measures to achieve your sales goals. Market observation and further development of the product range: You follow relevant market and capital market trends as well as regulatory developments and actively contribute your findings to the further development of our product and service portfolio.

Training and experience: You have completed training to the bank merchant or to the banker or a comparable qualification. Ideally, you can supplement this by studying with a business, economic or banking focus or a comparable practical expertise. Qualifications in the securities business: You bring experience in qualified customer consulting, preferably investment or asset management, and have a well-founded knowledge in the securities and investment business. Additional qualifications are desirable, e.g. as a foundation consultant (m/w/d), consultant (m/w/d) for sustainable investments or a degree as CIIA. Engagement and customer orientation: You are inspiring for the partner consulting of demanding customers, think entrepreneurially and convince by their safe appearance and their high service orientation. Working methods: You work independently, well organized and find solutions for challenges quickly. Analytical Strength and Strategic View: Complex connections quickly capture, make informed decisions and keep both customer needs and market opportunities in mind.

Work with social responsibility: Become part of a specialty bank for the social and health sector, which has been working for the sustainable future of a social society for over 100 years. Compensation and supplementary benefits: You get an attractive salary, supplemented by a variable remuneration. In addition, you benefit from an occupational pension scheme, asset-effective benefits and a holiday allowance. Working time and flexibility: With us you can make your working time flexible and mobile, even from outside the EU (up to 10 days a year). In addition to 30 holiday days, you will benefit from four other work-free days. Our cooperation with FRÖBEL helps you to arrange family and profession more easily. Growth and perspectives: We create space for your professional and personal development through regular feedback talks and a diverse range of internal seminars and professional training. Health and wellbeing: We grant your membership to the Urban Sports Club and provide you with consulting services from the AWO Life Balance as well as regular health actions such as eye examinations and influenza vaccinations. Mobility and equipment: We support your mobility with the grant of a job ticket and the possibility of service leasing. We also offer discounts for private mobile rates and the possibility to use your service handy privately. Modern working environment with best connection: Our offices directly on the Rhine convince with ergonomic equipment and excellent transport connections for a pleasant and productive working day. .