Berater Wealth Management (d/m/w), Köln
Core
Experienced Relationship Manager in Wealth Management providing holistic investment advice and managing a client portfolio for affluent individuals and small-to-medium enterprises.
Role type
Senior IC Wealth Management Relationship Manager
Builds
Client relationships and business volume in the Wealth Management segment
Domain
Banking / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Investment advisory, MiFID-compliant consulting process, sales and acquisition, relationship management, strategic planning, product knowledge
Preferred skills
Banking qualification (Bankkauffrau/Bankkaufmann), further education or degree, certified investment advisor status, experience with AI tools for sales optimization
Technologies
AI tools for sales identification and optimization
Responsibilities
Manage a personal client portfolio and act as the primary contact for clients; Conduct holistic investment advice covering all wealth management products and services; Acquire new clients and expand business volume; Utilize existing relationships to generate new contacts and ensure long-term retention; Lead structured strategy sessions using available tools and processes; Integrate specialist support for complex client needs (e.g., large PMP, complex retirement planning).