Senior Customer Relationship Manager Private Banking

Senior Customer Relationship Manager Private Banking

Senior Customer Relationship Manager Private Banking

5 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

Direct message the job poster from Ciklo Talent

Creating a Senior-Level Talent Community in the FinTech, Finance and Digital Asset Space

Senior Customer Relationship Manager - HNW Clients – Digital Assets

Our client is a pioneering force in the digital asset industry, utilizing blockchain technology and decentralized solutions to revolutionize financial services. With a commitment to driving innovation and providing cutting-edge solutions for high-net-worth individuals (HNWIs) and institutional clients, the company offers an exciting and progressive environment for professional growth.

Location: Stuttgart, Munich, Vienna - or close to these cities

Attractive Compensation, performance-based bonus, equity potential

Your Responsibilities:

Client Relationship Management: Build and maintain strong, long-term relationships with HNWIs, family offices and institutional clients, acting as their trusted advisor for all their financial needs.

Account Management: Oversee a portfolio of key clients, ensuring their satisfaction and identifying opportunities to enhance their experience with tailored solutions.

Customer Retention and Growth: Focus on customer retention strategies, proactively addressing concerns, and ensuring client needs are met. Identify cross-selling and upselling opportunities to maximize customer value.

Client Engagement: Serve as the primary point of contact for clients, maintaining regular communication and meeting with them virtually and onsite to strengthen the relationship. Represent the company at private events, briefings, and key relationship moments.

Customer Lifecycle Management: Guide clients through their entire journey, from onboarding to ongoing relationship management, ensuring they receive exceptional service at every stage.

Your Profile:

• Extensive experience in customer relationship management, private banking, or asset management, with a solid track record of working with HNWIs.
• Strong knowledge of blockchain technologies, digital assets, and financial services.
• Exceptional communication, negotiation, and interpersonal skills with a strategic approach to relationship management.
• Outgoing and personable, capable of engaging clients both virtually and in person.
• Proficiency in English and German (C1)

What the Company Offers:

• A role in a rapidly growing, innovative company in the digital asset space.
• Competitive salary package with performance-based bonuses.
• Flexible working arrangements, including remote options.
• Opportunities for professional growth in a dynamic and supportive environment.
• Exciting projects and collaboration with top industry experts.

Ciklo Talent looks forward to your application!

Ciklo Talent is committed to equal opportunities.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Finance, and Customer Service

Referrals increase your chances of interviewing at Ciklo Talent by 2x

Get notified about new Private Banking Relationship Manager jobs in Munich, Bavaria, Germany.

Consultant Wealth & Asset Management - Consulting (Financial Services) (w/m/d)

Werkstudent (m/w/d) Wealth Management | Strategic Advice

Senior Manager Employee Relations & Compliance (m/f/x)

(Senior) Manager Financial Services Audit - Wealth & Asset Management (w/m/d)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.