Senior Kundenberater (d/m/w) Wealth Management / Private Banking [Rolle: Private Banking Senior Advisor]
Core
Senior Relationship Manager in Wealth Management/Private Banking providing holistic investment advice and managing a portfolio of affluent clients.
Role type
Senior IC relationship manager (wealth management)
Builds
Wealth management products and services for high-net-worth individuals and small-to-medium enterprises
Domain
Banking / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Relationship management, holistic investment advice, sales/acquisition, regulatory compliance (MiFID), financial product knowledge, digital tools proficiency
Preferred skills
Bank training or degree, experience in financial services sales, strong network, team collaboration
Technologies
Digital media tools, omni-channel workplace tools
Responsibilities
Manage own client portfolio with intensive advisory needs, conduct routine advisory conversations to close deals, acquire new clients and grow business volume, utilize existing relationships for networking, participate in client events
Seniority
Senior, hands-on IC