lavori da Investment Banking in località Germania

Affluent Relationships job is responsible for building, managing, and nurturing relationships with affluent clients to provide personalized financial solutions, enhance customer satisfaction, and support long-term loyalty. This role involves understanding each client's unique financial goals, offering tailored advice, and coordinating with internal teams to deliver exceptional service across wealth management, investment, and banking solutions.

Responsibilities:

• Build and maintain deep, personalized relationships with affluent clients.
• Provide tailored financial guidance and solutions aligned with client goals.
• Identify and pursue opportunities to expand client engagement and introduce new financial products.
• Serve as the main point of contact for client inquiries and support.
• Resolve client issues promptly to ensure high satisfaction and loyalty.
• Collaborate with wealth management, investment, and product teams to deliver comprehensive solutions.
• Monitor and report on client satisfaction and account performance.
• Stay informed on market trends, regulatory changes, and economic developments.
• Conduct regular reviews with clients to adjust strategies as needed.
• Ensure all client interactions comply with regulatory standards and company policies.

Job Requirements:

Major: Finance, Or in any related or relevant field.

Years of experience: 5 - 8 years relevant experience.