Senior Kundenbetreuer (m/w/d)
Core
Managing and acquiring relationships with high-net-worth private clients (>$3M liquid assets) and co-developing strategic company topics like investment policy and Family Office services.
Role type
Senior client relationship manager (wealth management) (via careerplan.io/jobs/446741-senior-kundenbetreuer-mwd-at-hartz-regehr)
Builds
Long-term client relationships and strategic advisory services for wealthy individuals
Domain
Wealth management / Private banking
Deliverable
client delivery
Required skills
Client relationship management, client acquisition, network building, understanding of economic relationships and capital markets, strategic thinking
Preferred skills
Experience in investment banking, top-tier consulting, or law firms
Technologies
N/A
Responsibilities
Oversee existing client relationships, acquire new high-net-worth clients, build and maintain networks with client advisors (tax attorneys, lawyers), co-develop internal company topics
Seniority
Senior, hands-on IC