Talent Relationship Management & Business Development (m/w/d)
Core
Identifying new target groups and building long-term business relationships with entrepreneurs, families, and foundations to support client wealth management solutions.
Role type
Business Development & Client Relationship Manager
Builds
Long-term business relationships and client acquisition pipelines
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Business development, client relationship management, wealth management knowledge, communication, data analysis, CRM usage, discretion
Preferred skills
Experience in Private Banking, Family Office, Corporate Finance, Institutional Sales, Master's degree in finance-related field
Technologies
Office 365, CRM systems, AI tools
Responsibilities
Identify new target groups and market opportunities, build and maintain relationships with entrepreneurs and advisors, support client onboarding and needs analysis, coordinate individual wealth management inquiries, contribute to CRM and sales process development
Seniority
Mid-level, hands-on IC