Berater (d/m/w) Wealth Management
Core
Experienced Relationship Manager in Wealth Management providing holistic investment advice and managing a proprietary client portfolio for affluent individuals and small-to-medium enterprises.
Role type
Senior IC Wealth Management Relationship Manager
Builds
Client relationships and business volume in the Wealth Management segment
Domain
Banking / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Investment advice, MiFID-compliant consulting process, sales and acquisition, relationship management, strategic planning, regulatory compliance
Preferred skills
Banking qualification (Bankkaufmann/frau), further education or degree, experience in private banking
Technologies
Proprietary banking tools and processes
Responsibilities
Manage a proprietary client portfolio in Wealth Management, conduct holistic investment advice on securities products and services, acquire new clients and expand business volume, lead structured strategy sessions, utilize existing relationships for business growth, coordinate with specialists for complex needs (e.g., large PMP, pension planning, construction financing)