Relationship Manager - Berater Private Banking - Kundenberater (w/m/d)
Core
Advise private individuals and entrepreneur clients on asset investment and management, build portfolio structures across all asset classes, and explain investment strategies.
Role type
Private Banking Relationship Manager
Builds
Investment portfolios for private and entrepreneur clients
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Asset management expertise, portfolio construction, client relationship management, investment strategy explanation, neutral and independent advisory
Preferred skills
Experience with high-net-worth clients, strong personal engagement, team collaboration, service orientation
Responsibilities
Advise clients on asset investment and management, make investment decisions independently, build portfolio structures, bind existing and new clients
Seniority
Mid-level, client-facing IC