As an experienced Relationship Manager, you will manage your own client portfolio in the Wealth Management segment and be responsible for providing comprehensive advice and meeting your clients' needs. In this role, you will be the primary contact and the face of the bank to clients and the market within the Wealth Management segment.
Their core competency is investment advice. In line with their holistic approach, this includes advising on all (securities) products and services in wealth management. They expertly conduct advisory meetings to a successful conclusion.
With your strong sales skills, you open up the entire range of products and services in wealth management to clients and bring in specialists as needed to meet further, complex client needs (e.g. for large-volume PMP, complex pension needs, construction financing).
They are acquiring new clients in the wealth management segment and expanding their business volume.
They provide holistic advice, taking into account the regulatory requirements for the securities business, and conduct structured strategy discussions using the available tools, processes and resources.
They successfully leverage existing customer relationships and their communication skills to gain further contacts and new customers, and cultivate personal customer relationships with the goal of long-term customer loyalty.
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