Your Responsibilities:
- Building positive relationships with customers
- Identify and attract HNWi and UHNWi prospects
- Regular client interaction as key contact to establish and develop a long-term relationship
- Understand client needs, especially with HNWi and UHNWi background and develop plans to address them
- Promote high-quality sales including upselling and cross-selling, supply and customer service processes
- Identify client needs and demand and develop respective activities to to cultivate a long-term and profitable relationships
- Approach potential customers with HNWi and UHNWi background to establish relationships
- Compliance with Internal Control, Regulatory and Compliance procedures
- Ensure strict awareness of internal procedures and risk management guidelines as well as all other regulatory requirements and internal guidelines (as applicable)
- Comply with regulatory licensing and behavior requirement in the discharge of duty as RM and as an employee of the Bank
- To ensure high client satisfaction and long-term client relationships, challenge processes to continuously ensure that they are adequate and efficient to meet clients’ needs
- Contribute to continuous improvements in Bank procedures and organization.
Skills and Qualifications:
- Strong knowledge of HNWI and UHNWi client’s requirements with regards to financial products, markets, instruments and services including a very good understanding of how economic events impact global markets
- Excellent ability to communicate with HNWi and UHNWi prospects and clients
- A good knowledge of operational and regulatory environments is essential
- Several years of working experience as a Relationship Manager advising high net-worth and ultra high net-worth clients and their families with all Wealth Management services
- Several years of experience in a financial environment with direct contact to clients
- Strong communication, interpersonal and analytical skills
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
- Strategic thinker with an analytical mind and strong problem-solving skills
- Deep knowledge of main financial instruments: equities, bonds, funds, ETFs, Structured Products, cash and Forex
- Fluent in German & English.
Source: for more information click here.