Relationship Manager Wealth Management (d/m/w) im Süden Deutschlands
Core
Represent the bank to customers and the market, driving growth by acquiring new clients and expanding existing relationships through holistic advisory services.
Role type
Wealth Management Relationship Manager
Builds
Customer portfolios with complex needs, including investment, provision, and succession planning
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment expertise, MiFiD-compliant advisory knowledge, customer acquisition, portfolio management, strategic consulting
Preferred skills
Banking education, university degree, further training
Technologies
MiFiD-compliant product spectrum
Responsibilities
Represent the bank to customers and the market; Acquire new customers and expand existing relationships; Manage a personal portfolio of complex client needs; Conduct regular strategic advisory conversations on investments, provision, and succession planning; Achieve sustainable results through structured advisory and collaboration with expert teams