Senior Relationship Manager (m/w/d)
Core
Senior Relationship Manager for Private Banking/Wealth Management, managing and growing portfolios of affluent clients through strategic advisory and acquisition.
Role type
Senior IC relationship manager (Private Banking/Wealth Management)
Builds
Long-term client relationships and wealth management solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Private Banking/Wealth Management client management, strategic portfolio growth, complex financial advisory, estate planning, real estate financing, network development, team coordination
Preferred skills
CFP certification, Estate Planner qualification, extensive market presence
Technologies
Modern analysis, video, and communication tools
Responsibilities
Manage and grow an established portfolio of affluent clients, coordinate complex advisory situations with specialists, develop individual wealth allocation solutions, acquire new mandates through market presence and networking.
Seniority
Senior, hands-on IC