Onsite Wealth Manager – Relationship Manager – Client Advisor – Private Banker

Posted 5 days ago

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About the role

  • Vermögensverwalter advising wealthy clients in financial matters. Building long-term relationships while working closely with internal experts in the Hamburg office.

Responsibilities

  • Advising high-net-worth private individuals and business-owner clients on financial and investment matters
  • Close collaboration with internal specialists
  • Responsibility for client and business relationships
  • Acquiring new clients and ensuring long-term client retention

Requirements

  • Several years of experience serving demanding private and business-owner clients
  • Solid training as a Relationship Manager
  • Ability to work independently and as part of a team
  • Reliability, performance orientation and integrity in business dealings
  • Bank clerk qualification (Bankkaufmann/-frau) or a degree in economics/business
  • Excellent professional expertise and broad general knowledge

Benefits

  • Long-term secure position in a team that operates in a collaborative, partnership-based manner
  • Very good earning potential
  • Challenging and varied tasks
  • Interesting clients
  • Opportunities for personal development

Job title

Wealth Manager – Relationship Manager – Client Advisor – Private Banker

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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