Relationship Manager Private Banking Corporate (m/w/d)
Core
Advise and manage comprehensive wealth planning for corporate clients, integrating private and business assets.
Role type
Private Banking Relationship Manager
Builds
Tailored wealth management solutions for corporate clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Corporate client relationship management, holistic wealth planning, liquid asset allocation, securities advisory (funds, ETFs, certificates, stocks, bonds), networking
Preferred skills
Certified Financial Planner (CFP), Estate Planner, experience with entrepreneurial clients
Technologies
Modern analysis and advisory tools
Responsibilities
Provide partnership-based advice to corporate clients, support individual allocation of liquid assets, build long-term client relationships, acquire new clients through networking
Seniority
Mid-level, experienced professional