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Frankfurt am Main - Senior Sales Director

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Frankfurt am Main - Bank - Sales Director - The Bank of New York Mellon

The incumbent will focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent is responsible for identifying and building high-quality client relationships within the high net worth market.  The Director researches prospects¿ financial picture to develop an informed perspective on individual prospect and/or client situations and possible needs in order to determine how to best provide service as well as to use as a vehicle for selling products which will preserve and grow our clients¿ wealth. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure.  Once close, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. S/he maintains periodic contact with existing clients and acts as a liaison between the client and the rest of the bank for various activities (e.g. setting up accounts, facilitating transactions).  Moreover, s/he will cross-sell relationship improvement opportunities to existing cli ...


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