Specialist Investment Solution - Corporate Treasury Sales (m/w/d)

Apply as Specialist Investment Solution – Corporate Treasury Sales (m/w/d)

Job ID: 91665

Company: Competence Line Client Solutions, Germany

Type: Full-time, Permanent

Responsibilities

• Drive the investment business by identifying client needs, structuring tailored investment solutions, and supporting the full execution process.
• Develop and manage your client portfolio, taking responsibility for commercial results within your defined area.
• Target corporate clients with revenues above EUR 50 million, designing and executing acquisition activities that match their specific Treasury needs.
• Collaborate on business and sales strategies, bringing in your market insights and contributing to business unit-related strategy implementation.
• Unlock client potential and expand market share through proactive coverage, systematic follow-ups and high‑quality advisory – while ensuring full regulatory compliance.
• Engage closely with internal partners to deliver comprehensive and tailored solutions for our clients.
• Advise corporate clients on investment and market risk solutions, securities, FX/MM and interest rate topics, with a clear commercial and closing‑oriented focus.

Qualifications

• Master’s degree in business administration, finance, economics, or a comparable field.
• Evidence of knowledge and experience according to § 87 Abs. 2 WpHG (2 FiMANoG) and §§ 1 & 6 WpHGMaAnzV.
• Proven sales expertise in investment management with the ability to advise clients and drive closings.
• Profound know‑how in investment solutions, ideally with a focus on private placements and tailor‑made solutions.
• Fluent German and English (spoken and written), with excellent communication and presentation skills.
• Very good understanding of business contexts.
• Good knowledge of accounting under HGB and IAS/IFRS.
• Familiarity with credit business, regulatory requirements (MiFID II, EMIR, Dodd‑Frank) and financial mathematics.
• Experience in foreign exchange and interest rate derivatives is a plus.
• High learning agility and an innovation‑ and team‑oriented mindset.

Equal Opportunity Statement

We are an equal opportunity employer. We stand together in nurturing a workplace that welcomes diverse thinking and inclusive behaviors. Making all voices heard and leveraging "diversity of thought" regardless of gender identity, age, race, ethnicity, sexual orientation, ability, cultural background, we ensure sustainable growth and new business opportunities, a strong drive for innovation and creativity, as well as a general improvement of the work climate with positive impact on productivity, well‑being and engagement of our people.