Private Banking Relationship Manager
vor 2 Wochen
Wealth Creation Specialist
Our firm provides expert wealth creation, management, and transfer solutions to high net worth individuals and families. We are seeking an experienced Private Banking Relationship Manager to join our team.
The ideal candidate will have extensive experience as a Relationship Manager / Account Manager of an own HNWI/UHNWI client portfolio in a Family Office, Bank, or EAM. They will be skilled in identifying client needs, providing tailored financial advice, and offering updates on market developments and portfolios.
The successful candidate will build and maintain strong relationships with clients, leveraging their expertise in wealth creation, management, and transfer solutions. They will work closely with colleagues to develop and enhance investment services, ensuring high levels of client satisfaction.
The successful candidate will possess strong organizational skills, attention to detail, and a commitment to risk and compliance standards. They will also be adaptable, proactive, and pragmatic problem-solvers with a client-first mindset.
We offer remote working possibilities, newly built offices, attractive pension funds, and benefits, as well as competitive compensation.
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