Description
We are seeking an experienced Relationship Manager to join our Wealth Management team in Germany. As a Relationship Manager, you will be responsible for managing a portfolio of high-net-worth clients, providing comprehensive financial advice, and meeting their needs.
Your core competence will be investment advice, covering all products and services in Wealth Management. You will conduct advisory conversations to successful conclusions, utilizing your strong sales skills to tap into the entire product and service range.
Key responsibilities include:
- Managing a portfolio of clients in the Wealth Management segment
- Providing comprehensive financial advice and meeting client needs
- Conducting advisory conversations to successful conclusions
- Utilizing sales skills to tap into the entire product and service range
- Acquiring new clients and expanding business volume
- Maintaining holistic advice, considering regulatory requirements for securities trading
Requirements:
- Banking profession qualification, further education and/or studies desirable
- Certified investment advisor qualification
- Experience in private banking and comprehensive knowledge of MiFiD-compliant advisory processes and product spectrum
- Strong knowledge of investments, including financial market developments
- Excellent communication and customer service skills
- Ability to work in a team and demonstrate initiative and assertiveness
Benefits:
- Comprehensive benefits package covering professional and personal needs
- Emotional well-being support, including counseling and mental health programs
- Physical fitness support, including check-up examinations and healthy lifestyle advice
- Social networking opportunities, including flexible working hours and diversity programs
- Financial security, including retirement plans and employee benefits
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