Conduct sales conversations and close deals confidently. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.Conduct sales conversations and close deals confidently. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.Conduct sales conversations and close deals confidently. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.

Prioritise target accounts, build account plans and work sales territories systematically.Prioritise target accounts, build account plans and work sales territories systematically.Prioritise target accounts, build account plans and work sales territories systematically.

Post business transactions correctly and reconcile accounts. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.Post business transactions correctly and reconcile accounts. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.Post business transactions correctly and reconcile accounts. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.

Understand financial instruments, markets and trading processes. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Understand financial instruments, markets and trading processes. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Understand financial instruments, markets and trading processes. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Elicit and document customer needs through structured questioning. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.Elicit and document customer needs through structured questioning. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.Elicit and document customer needs through structured questioning. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.

Agree goals, appraise performance and give structured feedback. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Agree goals, appraise performance and give structured feedback. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Agree goals, appraise performance and give structured feedback. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Prepare and lead negotiations and reach sustainable agreements. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.Prepare and lead negotiations and reach sustainable agreements. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.Prepare and lead negotiations and reach sustainable agreements. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.

Handle objections confidently and actively drive closings. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.Handle objections confidently and actively drive closings. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.Handle objections confidently and actively drive closings. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.

Lead, motivate and develop teams. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.Lead, motivate and develop teams. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.Lead, motivate and develop teams. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.

Follow up open quotes in a structured way, resolve objections and increase win rates.Follow up open quotes in a structured way, resolve objections and increase win rates.Follow up open quotes in a structured way, resolve objections and increase win rates.

Plan and monitor budgets and prepare forecasts. Covers preparing and quality-assuring the data, methodologically sound analysis, visualising results and presenting them audience-appropriately as a basis for decisions.Plan and monitor budgets and prepare forecasts. Covers preparing and quality-assuring the data, methodologically sound analysis, visualising results and presenting them audience-appropriately as a basis for decisions.Plan and monitor budgets and prepare forecasts. Covers preparing and quality-assuring the data, methodologically sound analysis, visualising results and presenting them audience-appropriately as a basis for decisions.

Approach new contacts professionally and win meetings. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.Approach new contacts professionally and win meetings. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.Approach new contacts professionally and win meetings. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.

Moderate conflict conversations and actively de-escalate situations. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Moderate conflict conversations and actively de-escalate situations. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Moderate conflict conversations and actively de-escalate situations. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Resolve requests kindly and de-escalate escalations. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.Resolve requests kindly and de-escalate escalations. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.Resolve requests kindly and de-escalate escalations. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.

Value fund assets and determine unit prices. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Value fund assets and determine unit prices. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Value fund assets and determine unit prices. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Identify target accounts and engage them systematically on LinkedIn. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Identify target accounts and engage them systematically on LinkedIn. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Identify target accounts and engage them systematically on LinkedIn. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Structure, visualise and deliver presentations to audiences. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Structure, visualise and deliver presentations to audiences. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Structure, visualise and deliver presentations to audiences. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Calculate quotations and process orders cleanly. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.Calculate quotations and process orders cleanly. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.Calculate quotations and process orders cleanly. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.

Manage pipeline, quotas and forecasts data-driven. This includes assessing specific cases, applying current requirements and case law, legally sound documentation, and advising business units in plain language.Manage pipeline, quotas and forecasts data-driven. This includes assessing specific cases, applying current requirements and case law, legally sound documentation, and advising business units in plain language.Manage pipeline, quotas and forecasts data-driven. This includes assessing specific cases, applying current requirements and case law, legally sound documentation, and advising business units in plain language.

Configure, customise and use Salesforce solutions. Covers confident day-to-day use: data maintenance and quality, configuration of processes and workflows, analyses and reports, and onboarding of new users.Configure, customise and use Salesforce solutions. Covers confident day-to-day use: data maintenance and quality, configuration of processes and workflows, analyses and reports, and onboarding of new users.Configure, customise and use Salesforce solutions. Covers confident day-to-day use: data maintenance and quality, configuration of processes and workflows, analyses and reports, and onboarding of new users.

Comply with investor protection and advisory rules in securities business. This includes assessing specific cases, applying current requirements and case law, legally sound documentation, and advising business units in plain language.Comply with investor protection and advisory rules in securities business. This includes assessing specific cases, applying current requirements and case law, legally sound documentation, and advising business units in plain language.Comply with investor protection and advisory rules in securities business. This includes assessing specific cases, applying current requirements and case law, legally sound documentation, and advising business units in plain language.

Generate leads at trade shows and events: run booth conversations, qualify and follow up systematically.Generate leads at trade shows and events: run booth conversations, qualify and follow up systematically.Generate leads at trade shows and events: run booth conversations, qualify and follow up systematically.