Bankkaufmann/-frau
Core
Private Banking relationship manager responsible for managing and expanding a portfolio of high-net-worth clients through personalized wealth management solutions.
Role type
Senior Private Banking Relationship Manager
Builds
Customized wealth management solutions for high-net-worth individuals
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Private banking experience, high-net-worth client management, wealth management advisory, relationship building, market analysis, complex investment decision support, networking, negotiation
Preferred skills
150+ years bank history familiarity, proactive business development
Technologies
None stated
Responsibilities
Manage and expand existing client relationships, identify market potential to acquire new private banking clients, develop tailored advisory approaches for complex investment decisions, represent the bank at events and through networking, drive market expansion and growth
Seniority
Senior, hands-on IC