Akquisiteur Deutschland (m/w/d)
Core
Acquiring and managing relationships with high-net-worth private clients (assets >€3M) through holistic advisory and co-management.
Role type
Senior wealth acquisition and client relationship manager
Builds
Long-term client relationships and trust-based networks with affluent individuals and their advisors
Domain
Wealth management / Private banking
Deliverable
client delivery
Required skills
Business development, new customer acquisition, network building, holistic client advisory, relationship management, capital markets affinity
Preferred skills
Experience in investment banking, top-tier consulting, or law firms; existing network of target clients and multipliers (tax advisors, lawyers) (via careerplan.io/jobs/2358687-akquisiteur-deutschland-mwd-at-hartz-regehr)
Responsibilities
Expand customer business by taking over existing client relationships, acquire new customers, jointly process existing leads, build and maintain long-term relationships with wealthy clients and their environment, contribute to internal company topics like investment policy and Family Office services