Description
We are seeking an experienced Relationship Manager to join our Wealth Management team in Starnberg. As a Relationship Manager, you will be responsible for managing a portfolio of clients, providing comprehensive advice on wealth management products and services, and acquiring new clients.
Responsibilities:
- Manage a portfolio of clients in the Wealth Management segment
- Provide comprehensive advice on wealth management products and services
- Conduct routine advisory conversations to achieve successful results
- Utilize sales skills to offer clients the entire range of products and services
- Collaborate with specialists to meet complex client needs
- Acquire new clients and expand business volume
- Develop and maintain long-term client relationships
Requirements:
- Banking qualification or relevant degree
- Experience in private banking and knowledge of MiFiD-compliant advisory processes
- Strong understanding of investments and financial market developments
- Excellent communication and sales skills
- Ability to work in a team and demonstrate initiative and assertiveness
Benefits:
- Comprehensive benefits package, including emotional well-being, physical health, social networking, and financial security
- Flexible working hours and mobile working options
- Opportunities for professional development and growth
The position is offered on a full-time and part-time basis.