Senior Berater (d/m/w) Wealth Management - Aschaffenburg
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 portfolios 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 networking, client retention
Preferred skills
Banking qualification (Bankkauffrau/Bankkaufmann), advanced degree, experience in financial product sales
Technologies
Investment tools and processes
Responsibilities
Manage a proprietary client portfolio with high advisory needs, conduct structured strategy sessions, acquire new clients, expand business volume, utilize specialist support for complex needs (e.g., large PMP, pension planning), organize client events
Seniority
Senior, hands-on IC