Talent Relationship Management & Business Development (m/w/d)
Core
Identifying new target groups and business opportunities, building long-term relationships with entrepreneurs and foundations, and supporting client onboarding for a wealth management firm.
Role type
Business Development & Talent Relationship Manager
Builds
Acquisition pipeline and client relationships for a private asset management firm
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Business development, relationship management, client acquisition, CRM management, market analysis, financial data affinity
Preferred skills
Master's degree in Finance, experience in Wealth Management or Private Banking, knowledge of AI tools
Technologies
Office 365, CRM systems, AI tools
Responsibilities
Identify new target groups and business potentials, build and maintain long-term relationships with entrepreneurs and foundations, support existing client care and meeting preparation, capture individual client needs and guide asset solutions, monitor market segments and develop the network, participate in CRM projects and sales events
Seniority
Mid-level, hands-on IC