Redstone Private Banking Search  /  Vacancies  /  Financial Advisor Germany

Financial Advisor Germany

Job Reference: RS0651

Job Title: Financial Advisor Germany

Location: Europe

Product: Wealth and Asset Management

Role: Business Development, Client Acquisition, Financial Planning, Private Client, Sales

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

Redstone Private Banking Search are working with a German subsidiary of a US Global Investment Manager who are looking to grow their sales teams across Germany. This is part of a 2020 growth strategy to further develop the European coverage.

Key Responsibilities / Tasks

  • Responsible for converting a shortlist of German prospects into clients of the company through consultative selling
  • Initial interaction with all prospect clients over the phone (cold/warm call) with the intent of setting up a face to face meeting.
  • Responsible for successfully completing daily, weekly and monthly targets linked to calls, meetings and sales conversion.
  • To work as an outside sales representative of the company, working independently with a variety of investments products to sell (Bonds, Shares, ETFs).
  • Consistent travel to meet with all prospect with the end goal to secure them as a client of the Investment Manager

Key Qualifications / Experience

  • 5+ years’ experience in a similar role of financial advisor or business developer focusing on high net worth individuals (EUR 250,000 +)
  • Prior track record of business development and asset acquisition
  • Located in Germany (Can work from a home office arrangement)
  • Fluent in German and a good understanding of English
  • Role reports into Managing Director Germany

If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to  or submit your application through the Vacancy Form