Relationship Manager für private und institutionelle Kunden ab 500.000 Euro Anlagesumme (m/w/d)
Hybrid
Core
Advising high-net-worth private and institutional clients (assets >€500k) on investment strategies and products.
Role type
Senior Relationship Manager (Wealth Management)
Builds
Customized investment concepts and client portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, portfolio construction, new client acquisition, stakeholder management
Preferred skills
Long-term client relationship building, continuous professional development
Technologies
Individual stocks, funds, precious metals, real estate, alternative investments, foundations