Relationship Manager – Wealth Management

This is a fully remote position, open to applicants in Germany.

📋 Description

• Act as the bank's representative to clients and within the market.

• Foster growth by attracting new clients while also nurturing and expanding existing relationships.

• Oversee a personal portfolio of clients with intricate and sophisticated needs.

• Facilitate strategic discussions and offer tailored, comprehensive advice on wealth investment, retirement strategies, and succession planning.

• Deliver sustainable outcomes through organized advisory services.

• Collaborate with expert teams to meet complex client demands.

⛳️ Requirements

• Completed banking apprenticeship, preferably enhanced by a degree or additional professional training.

• Proven track record in client acquisition and the thorough development of client potential.

• Several years of experience in advisory and sales roles within the financial services industry.

• Proficiency in investment strategies.

• Comprehensive understanding of MiFID-compliant advisory services and product offerings.

• Exceptional communication abilities.

• Strong focus on clients and teamwork.

• Confident demeanor with a proactive approach.

🏝️ Benefits

• Counseling and assistance during challenging life situations.

• Programs for mental health support.

• Extensive health checkup services.

• Vaccination initiatives.

• Guidance on healthy lifestyle choices.

• Support provided by pme Familienservice.

• FitnessCenter Job program.

• Flexible working arrangements, including part-time options, job sharing, and hybrid work models.

• Strong commitment to diversity, equal opportunity, and inclusion.

• Occupational pension plans available.

• Employee banking services.

• Company bicycle initiative.

• Deutschlandticket public transport pass.

• Options for both full-time and part-time employment.