Senior Wealth Manager - Abilene, United States - Crimson Solutions

Crimson Solutions
Crimson Solutions
Verified Company
Abilene, United States

1 month ago

Meredith Sinclair

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Meredith Sinclair

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Description

For our client, a wealth management company in Berlin, we are currently looking for a Senior Wealth Manager (m/f/d) in direct placement.

Your responsibilities.

  • Managing client portfolios in private wealth management.
  • Proactively acquiring new clients.
  • Identifying potential clients through market analysis and networking.
  • Presenting tailored investment concepts and financial solutions.
  • Building and maintaining relationships with potential clients through targeted communication and advice.
  • Negotiating and closing contracts to expand the client base and increase business growth.

Your profile.

  • University degree in business or economics or comparable education in the banking sector.
  • Solid professional experience in private wealth management.
  • Comprehensive knowledge of traditional financial instruments in theory and practice.
  • Experience in acquiring and managing demanding clients.
  • Independent development of a client base through goal-oriented client management.
  • Strong communication skills and eloquence.
  • Friendly and open-minded demeanor with polished manners.
  • Identification with the values of the organization.
  • High quality standards for your own work and the representation of the company and its representatives.

Your benefits.

  • Growth in
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