Core Values at wealthpilot
Be the pilot people trust
At wealthpilot, all employees see themselves as pilots of trust. We act according to the rules of empathy, appreciation and collegiality.
Make the plane fly
On our way to our destination, we experience resistance and turbulence, but thanks to our determination, solution and performance orientation, we always arrive at our destination on time
and earn the applause of the passengers.
The sky is not the limit
We lead the market, we bring innovation and dynamics, we stick to our vision and thanks to our agility we exceed our targets.
What makes you special
#Sales #ColdCalling #Newcustomeracquisition #Leads #Reporting
As Business Development Representative (m/f/d), you are directly responsible for the growth of your area and the entire company. Thanks to you, potential customers will learn how wealthpilot significantly facilitates their work and immensely increases the customer experience in the context of hybrid investment consulting. You intuitively understand the concerns of your clients down to the smallest detail and can address them specifically with adequate solutions.
wealthpilot is one of the leading cloud-based software providers for hybrid wealth management. Founded in 2017 and with headquarter in Munich, Germany, its vision is to allow everyone to manage their financial life and reach their financial goals. The Software as a Service (SaaS) platform automatically aggregates, analyses, and plans all financial assets, enabling the financial service industry to offer a scalable, trustworthy, and easy-to-understand digital client experience, combined with personalized professional expertise. The future of wealth management is digital. And personal.