Senior Unternehmerkundenbetreuer*in
Core
Senior relationship manager for premium entrepreneur clients, providing holistic business and private financial advisory including financing, payments, and wealth management.
Role type
Senior relationship manager (entrepreneur banking)
Builds
Long-term client relationships and financial solutions for premium entrepreneur clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Sales and acquisition techniques, complex credit case handling, wealth management and insurance products, MS Office applications, network building
Preferred skills
Experience in the healthcare sector, existing network with doctors and practitioners, knowledge of industry regulations
Responsibilities
Advise assigned premium entrepreneur clients on business and private financial needs, proactively contact clients based on sales leads, acquire new premium entrepreneur clients, coordinate with specialists for complex needs, build and maintain internal and external networks
Seniority
Senior, hands-on IC