Senior Unternehmerkundenbetreuer*in (m/w/divers)
Core
Senior relationship manager for premium entrepreneur clients, providing holistic business and private financial advisory including financing, payments, and asset management.
Role type
Senior IC relationship manager (financial services)
Builds
Long-term client relationships and sales of complex financial products for premium entrepreneurs
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
complex financing advisory, payment solutions, wealth management, client acquisition, network building, regulatory compliance, MS Office
Preferred skills
experience in healthcare sector, existing network with doctors and practitioners
Technologies
MS Office
Responsibilities
Advise assigned premium entrepreneur clients on business and private financial needs, actively contact clients based on sales leads, build and maintain internal and external contact networks, bind specialists for further advisory needs
Seniority
Senior, hands-on IC