Privatkundenbetreuer (m/w/d)
Core
Act as a spokesperson for private clients, collaborating with international portfolio management and sales directors to provide best-in-class service without additional product sales.
Role type
Senior Private Client Advisor (Wealth Management)
Builds
Long-term client relationships and portfolio management strategies
Domain
Finance / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Financial services background, Capital markets knowledge, Securities knowledge, Client relationship management, Service orientation, English fluency
Responsibilities
Manage a dedicated portfolio of high-net-worth private and corporate clients, Build trust-based long-term relationships, Exchange regularly on financial and capital market topics, Proactively communicate investment strategies and portfolio rebalancing