Kundenbetreuer (m/w/d)
Hybrid
Core
Sales-driven relationship manager for high-net-worth private clients, focusing on wealth management and fund business.
Role type
Client relationship manager (wealth management)
Builds
Long-term client relationships and tailored financial solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Fund business expertise, client acquisition, complaint handling, MS Office proficiency
Preferred skills
Investment experience, sales affinity, negotiation skills, conflict resolution, willingness to travel
Responsibilities
Consulting and supporting existing and new clients, active customer acquisition, handling customer complaints, collaborating with internal departments
Seniority
Entry-level to Mid-level, individual contributor