Relationship Manager - Wealth Management

We are seeking an experienced Relationship Manager to join our Wealth Management team in Cologne. As a Relationship Manager, you will be responsible for managing a portfolio of clients in the Wealth Management segment, providing comprehensive advice and fulfilling their needs.

Your core competence will be investment advice, including advising on various products and services in Wealth Management. You will conduct advisory conversations routinely to successful completion.

You will also acquire new clients in the Wealth Management segment and expand the business volume. You will advise holistically, considering regulatory requirements for securities trading, and conduct structured strategy discussions using available tools, processes, and aids.

To be successful in this role, you should have:

• A banking-related qualification, such as a bank clerk apprenticeship
• A certified qualification as an investment advisor
• Experience in private client business and comprehensive knowledge of MiFiD-compliant advisory processes and product spectrum
• Strong sales skills and ability to identify and utilize sales and optimization potential using AI
• High level of customer and service orientation
• Ability to work in a team and show initiative and assertiveness

We offer a wide range of benefits that cover all your professional and personal needs, including emotional well-being, physical health, social networking, and financial security.