Senior-Individualkundenberater (m/w/d) für das RegionalCenter Weimar
Core
Senior relationship manager for high-net-worth private clients, providing investment advice and holistic financial planning.
Role type
Senior IC relationship manager (private banking)
Builds
Personalized financial solutions and investment portfolios for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advice, holistic financial planning, new client acquisition, sales of financial products, capital market expertise
Preferred skills
Service orientation, closing skills, initiative, confident communication
Technologies
None stated
Responsibilities
Manage assigned high-net-worth clients, provide investment advice per WpHG § 87, deliver holistic financial planning (PFK), close sales within the product portfolio, acquire new private clients, provide customer service
Seniority
Senior, hands-on IC