Relationship Manager – Wealth Management

Job not on LinkedIn

🔥 5 hours ago

🇩🇪 Germany – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 10%

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🗣️🇩🇪 German Required

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Logo of DB

DB

501 - 1000 employees

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

DB is a digital transformation and product engineering company that designs, builds and sustains enterprise digital products. It provides agile software development, sourcing/staff augmentation, consulting, quality assurance, automation (including RPA), data engineering and platform modernization services, and operates an innovation lab (DBLab) to develop scalable technology solutions. DB helps organizations modernize legacy systems, implement data and analytics architectures, and accelerate digital initiatives with a focus on outcomes, efficiency and long-term partnerships.

📋 Description

• Represent the bank to clients and in the market • Drive growth, acquire new clients, and maintain and expand existing relationships • Manage your own portfolio of clients with sophisticated and complex needs • Lead strategic discussions and provide individualized, holistic advice on wealth investment, retirement planning, and succession planning • Achieve sustainable results through structured advisory services • Work closely with expert teams to address complex client requirements

🎯 Requirements

• Completed banking apprenticeship, ideally supplemented by a degree or further professional training • Demonstrated success in client acquisition and the comprehensive development of client potential • Several years of experience in advisory and sales within the financial services sector • Expertise in investments • In-depth knowledge of MiFID-compliant advisory services and product offerings • Excellent communication skills • Strong client and team orientation • Confident presence and a proactive approach

🏖️ Benefits

• Counseling and support during difficult life situations • Mental health support programs • Comprehensive health checkups • Vaccination programs • Healthy lifestyle counseling • Support through pme Familienservice • FitnessCenter Job program • Flexible working models, including part-time work, job sharing, and hybrid working • Strong culture of diversity, equal opportunity, and inclusion • Occupational pension plans • Banking services for employees • Company bicycle program • Deutschlandticket public transport pass • Full-time and part-time options

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