(Senior) Relationship Manager* Wealth Management - Düsseldorf
Core
Senior Relationship Manager providing holistic wealth management advice to high-net-worth individuals, entrepreneurs, foundations, and family offices across all asset classes.
Role type
Senior IC relationship manager (wealth management)
Builds
Long-term client relationships and tailored financial strategies
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client acquisition, complex asset class management, strategic client dialogue, regulatory compliance (MiFID-II), stakeholder coordination
Preferred skills
Advanced financial qualifications, strong negotiation skills, project management in complex situations
Technologies
IT-supported advisory platforms
Responsibilities
Proactively acquire new clients, serve as the primary contact for complex financial questions, develop and implement individual investment concepts, coordinate with internal specialists
Seniority
Senior, hands-on IC