Relationship Manager C&ee (f/m/x)

Dbcargofrance

5+ years experience with ultra high net worth individuals
10 years overall industry experience
Strong sales and goal orientation skills
The role involves building and managing long-term relationships with wealth management clients to drive acquisition, retention, and loyalty

Job Summary

  • The role involves building and managing long-term relationships with wealth management clients to drive acquisition, retention, and loyalty.
  • Candidates are expected to advise clients through tailored financial and investment strategies based on their specific goals and risk profiles.
  • The company offers a comprehensive well-being program supporting emotional balance, physical health, social connection, and financial security.

Matching Summary

The role involves building and managing long-term relationships with wealth management clients to drive acquisition, retention, and loyalty.

Skills & Requirements

Must-have

  • 5+ years experience with ultra high net worth individuals
  • 10 years overall industry experience
  • Strong sales and goal orientation skills
  • Excellent communication and interpersonal abilities
  • Deep knowledge of local financial centre framework

Nice-to-have

  • Willingness to travel regionally
  • Proactive attitude and structured working methods
  • Ability to work under pressure and meet deadlines
  • Very good command of English language
  • Additional C&EE languages especially Czech

Key Requirements

  • Minimum 5 years experience with (ultra) high net worth individuals
  • Around 10 years overall industry experience
  • Bank training or academic training required
  • Very good command of English required

Work Rights

Not specified

Tailored Resume

Cover Letter