Senior Kundenberater (d/m/w) Wealth Management / Private Banking
Core
Senior Relationship Manager in Wealth Management/Private Banking providing comprehensive financial advice and managing a portfolio of affluent clients in Germany.
Role type
Senior IC relationship manager (wealth management)
Builds
Wealth management products and services for private clients and small-to-medium enterprises
Domain
Banking / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Financial advisory, sales, client acquisition, portfolio management, regulatory compliance (MiFID), investment knowledge, digital tools proficiency
Preferred skills
Bank training or degree, team collaboration, initiative
Technologies
Digital media, omni-channel tools, wealth management software
Responsibilities
Manage a personal client portfolio with high advisory needs, conduct structured strategy sessions, acquire new clients, expand business volume, coordinate with specialists for complex needs, organize client events
Seniority
Senior, hands-on IC