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 investment needs.
Responsibilities:
- Manage a portfolio of high-net-worth clients in the Wealth Management segment
- Provide comprehensive financial advice to clients, including investment products and services
- Conduct routine advisory conversations to successfully conclude client engagements
- Utilize strong sales skills to expand the product and service portfolio for clients
- Acquire new clients in the Wealth Management segment and grow the business volume
- Provide holistic advice, considering regulatory requirements for securities trading
- Structure strategic discussions using available tools, processes, and aids
- Leverage existing customer relationships and communication skills to gain additional contacts and new clients
- Foster long-term customer relationships
- Actively participate in client events
Requirements:
- Banking or related field education, further education or degree desirable
- Several years of successful consulting experience in the sale of financial services
- Comprehensive knowledge of MiFiD-compliant consulting processes and product spectrum
- Strong knowledge of investments, including financial market developments
- Excellent customer and service orientation
- Ability to work in a team and demonstrate high levels of self-motivation and assertiveness
Benefits:
- Comprehensive benefits package covering professional and personal needs
- Positive work-life balance
- Opportunities for professional growth and development
- Collaborative and inclusive work environment
The position is offered in full-time and part-time.
For questions regarding the recruitment process, please contact Serap Ünlü: serap-a.uenlue@db.com