Senior Relationship Manager – Private Banking & Wealth Management at SimpleConsign
Berlin, Berlin, Germany -
Full Time


Start Date

Immediate

Expiry Date

04 Feb, 27

Salary

54000.0

Posted On

06 Nov, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Industry

Financial Services & Insurance

Description
  • Responsibility for expanding/deepening customer relationships with the most demanding clients within the private banking division, with a strong focus on Private Banking & Wealth Management in the Southwest region (locations: Freiburg, Stuttgart, Baden-Baden, Ulm)
  • Development of highly professional, holistic and long-term oriented wealth strategies for challenging and highly complex needs and wealth situations of (U)HNWIs
  • Consulting for family offices and clients with similar (semi-)institutional requirements
  • “Sounding board” for Global Investment Solutions
  • Analysis of existing client portfolios with regard to risks and return potential.
  • Analysis and valuation of assets from various asset classes (equities, corporate bonds, etc.). Focus on equity, including derivative structures.
  • Consulting on stocks, bonds, funds and structured products, as well as implementing portfolio hedging strategies
  • Communication of our company's opinion on the capital market and, based on this, active development of investment ideas in the current market environment and implementation in the portfolio including order processing.
  • Exploiting customer potential together with the regional relationship managers


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Responsibilities
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