Relationshipmanager Wealth Management (m/w/d)
Core
Managing long-term business relationships with high-net-worth clients and their families, providing holistic wealth management advice, and optimizing total assets.
Role type
Senior Relationship Manager (Wealth Management)
Builds
Customized financial solutions including securities, equity participations, financing, FX, and pension products for private clients.
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Relationship management, holistic financial planning, asset optimization, client acquisition, team coordination, risk management interface, market analysis, negotiation, networking with high-net-worth families and institutions.
Preferred skills
Knowledge of Non-Recourse financing and special funds, regional market expertise in the Mainz area.
Responsibilities
Cultivating long-term client relationships, coordinating expert teams for optimal solutions, managing internal interfaces with risk management and other units, representing the Wealth Management division at events, conducting market research on trends.
Seniority
Senior, hands-on IC