Berater (d/m/w) Wealth Management
Core
Experienced Relationship Manager providing holistic wealth management advice and managing a client portfolio.
Role type
Senior IC wealth management relationship manager
Builds
Client relationships and product solutions for high-net-worth individuals
Domain
Financial services / Wealth Management
Deliverable
client delivery
Required skills
Relationship management, holistic advisory approach, sales skills, digital communication (video/phone), regulatory compliance, data privacy
Preferred skills
English language skills