Relationship Manager Wealth Management (d/m/w) in der Region Ost
Core
Represent the bank to customers and the market, driving growth by acquiring new clients and expanding existing relationships within a complex customer portfolio.
Role type
Senior Relationship Manager (Wealth Management)
Builds
Customer portfolios and long-term wealth management strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client acquisition, portfolio management, strategic advisory, investment expertise, MiFID compliance knowledge
Preferred skills
University degree, communication skills, team collaboration
Responsibilities
Represent the bank to customers and the market, acquire new clients, manage complex customer portfolios, conduct strategic advisory conversations on asset allocation and succession planning, collaborate with expert teams