Relationship Manager Wealth Management (d/m/w) Raum Köln/Bonn
Core
Represent the bank to customers and in the market, fostering growth by acquiring new clients and expanding existing relationships.
Role type
Wealth Management Relationship Manager
Builds
Customer portfolios with complex needs
Domain
Financial services / Wealth Management
Deliverable
client delivery
Required skills
Customer acquisition, holistic financial advisory, investment expertise, MiFID-compliant product knowledge, strategic client conversations
Preferred skills
Bank training, university degree, communication skills, team orientation
Responsibilities
Represent the bank to customers and in the market; Acquire new clients and expand existing relationships; Manage a personal portfolio of complex client needs; Conduct strategic advisory conversations on asset allocation, provision, and succession planning; Collaborate with expert teams on complex requirements