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
Relationship management, holistic investment advice, sales/acquisition, regulatory compliance (MiFID), market knowledge, strategic planning
Preferred skills
Advanced financial education (university degree), extensive sales experience, strong networking
Technologies
Investment products, wealth management tools
Responsibilities
Manage a proprietary client portfolio, conduct holistic investment advice, acquire new clients, build business volume, lead structured strategy sessions, organize client events
Seniority
Senior, hands-on IC