Marco Ruessmann

Manage portfolios for high net worth individuals and build long-lasting client relationships. Provide data-backed global investment opportunities to offshore and domestic clients, and earned best newcomer and top performer awards.

Provide full financial reviews for members of the public sector employment, advising around protection and future planning. Manage targets, maintain a sales pipeline, and exceed sales targets in a fast-paced environment.

Act as a senior point of contact for SME lending and manage inbound and outbound sales leads within agreed SLAs across multiple products. Utilise CRM to maintain pipeline status updates and consistently exceed sales targets while supporting risk management.

Generate pipeline for potential current and future leads through cold calling and social media outreach. Collaborate with in-house mechanics and internal teams to deliver a strong customer experience.

Advise customers on term loans, mortgages, and home insurance while providing customer service to drive annual targets. Achieved highest sales in Q1 and Q2, issuing over €3.5m in term lending.

Provide financial advice and help customers across a range of products while delivering strong customer service to support sales. Conducted front-of-house support for new customers across a broad range of queries.

Completed QFA (Qualified Financial Advisor) training. Worked in a target-driven environment focused on financial products and advisory activities.

Studied pensions, salary protection, life insurance, and savings as part of a Bachelor of Business program. Included conducting seminars to inform public-sector workers of entitlements.

Engaged with senior members of public sector authorities regarding entitlements, supporting lead generation.