Trading/Investment-Analyst | Sales/Account Manager

1/2023 – 3/2024

As a Trading Analyst at FELS Group GmbH, my primary role involved conducting detailed market analysis to identify trading opportunities and trends in financial markets. My responsibilities extended to managing Private Label Multi-Asset Strategies and progressively building the Investment Office team. I was also tasked with developing new investment strategies for clients, serving as the crucial interface between the Investment Office and Sales departments. This role demanded a profound understanding of financial instruments, market dynamics, strategic foresight, and the ability to make informed, rapid decisions under pressure.

Finanzanalyse, Finanzierungsberatung, Investmentberatung, Oracle Erp, Confluence, Microsoft Excel

1/2022 – 1/2023

As a Senior Account Manager, my role encompassed managing and nurturing relationships with key clients to ensure their long-term satisfaction and loyalty. I was responsible for understanding client needs, presenting tailored solutions, and effectively communicating product value. My duties also involved coordinating with various departments to deliver on client commitments, addressing client concerns, and identifying opportunities for account growth through upselling or cross-selling. Strategic planning and reporting on account progress were also critical components of my job, ensuring that each client’s objectives were met in alignment with our company’s goals.

Business to Business, Business-To-Consumer, Kundenanalyse, Kundendienst, Postsales, Vorverkauf

10/2021 – 1/2022

As a Client Success Manager, my primary responsibilities included ensuring the satisfaction and success of our clients by managing their accounts effectively. This role involved onboarding new clients, understanding their needs, and ensuring that our services aligned with their goals. I also handled ongoing communication, support, and problem resolution to maintain high levels of client satisfaction. Additionally, I worked closely with the sales and product teams to provide feedback from clients, helping improve product offerings and tailoring services to better meet client needs. My focus was on building strong relationships, facilitating growth by identifying upsell and cross-sell opportunities, and ultimately ensuring that clients achieved their desired outcomes through our solutions.

Business to Business, Business-To-Consumer, Marketing- / Vertriebsanalyse, Postsales, Vorverkauf, Vertrieb (allg.), Sales Management, Vertriebswege