Description
We are seeking an experienced Relationship Manager to join our Wealth Management team in Frankfurt. As a Relationship Manager, you will be responsible for managing a portfolio of high-net-worth clients, providing comprehensive financial advice, and offering a range of financial products and services.
Your core competence will be wealth management consulting, encompassing advice on all types of securities products and services. You will conduct advisory conversations routinely to successful completion, utilizing a holistic approach.
Key responsibilities include:
- Managing a portfolio of clients with intensive consulting needs in the Wealth Management segment
- Providing comprehensive advice to clients and fulfilling their needs
- Acquiring new clients in the Wealth Management segment and expanding business volume
- Advising clients holistically, considering regulatory requirements for securities transactions
- Utilizing existing customer relationships and communication skills to gain additional contacts and new clients
- Participating actively in client events
Requirements:
- Training as a bank clerk, further education and/or studies desirable
- Several years of successful consulting experience in the sale of financial services
- Comprehensive knowledge of MiFiD-compliant consulting processes and product spectrum
- Pronounced knowledge in investments, including financial market developments
- High level of customer and service orientation
- Ability to work in a team and high degree of self-initiative and assertiveness
We offer:
- A wide range of benefits covering all your professional and personal needs
- Opportunities for personal development and growth
- A dynamic and supportive work environment
- Competitive compensation and benefits package
The position is offered as full-time or part-time.
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