Senior Berater Wealth Management (d/m/w)
Core
Senior Relationship Manager responsible for managing a proprietary portfolio of high-net-worth clients in Wealth Management, providing holistic investment advice and acquiring new business.
Role type
Senior IC Wealth Management Relationship Manager
Builds
Client relationships and business volume in Wealth Management
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic investment advice, MiFID-compliant advisory process, sales skills, client acquisition, relationship management, strategic planning
Preferred skills
University degree, experience in financial products, networking
Technologies
Investment tools and processes