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Berenberg | Germany | 28xxx Bremen | Permanent position | Full time | Published since: 16.05.2025 on stepstone.de

(Senior) Relationship Manager* Wealth Management

Branch: Insurance and financial ser... Branch: Insurance and financial services


For our Team Wealth Management in Bremen we are looking for you as soon as possible (Senior) Relationship Manager Wealth Management Your role in the team For us, excellent Wealth Management assumes that our relationship managers create outstanding consulting experiences based on their experience and personality as part of a modern and IT-supported consultation process. Our goal is to advise our customers in a holistic way and to accompany them across generations. With this philosophy we create long-term values. JOBV1_EN

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Your tasks • Your profile • What we offer

For our Team Wealth Management in Bremen we are looking for you as soon as possible (Senior) Relationship Manager Wealth Management Your role in the team For us, excellent Wealth Management assumes that our relationship managers create outstanding consulting experiences based on their experience and personality as part of a modern and IT-supported consultation process. Our goal is to advise our customers in a holistic way and to accompany them across generations. With this philosophy we create long-term values.

Own-responsible address of potential new customers as well as continuous qualitative enhancement and expansion of customer relationships Full customer support through all asset classes and services with the aim of becoming the first contact person of the supervised customers in relevant financial questions Impressive understanding of our core target groups Entrepreneurs, Foundations, Family Offices and private customers with complex asset background Developing customer needs in the strategic dialogue, deriving a suitable concept and its individual implementation taking into account the regulatory requirements of the bank Representative of the entire Berenberg platform across business divisions Integration of specialists from other areas of the bank

Successfully completed banking training and ideally further qualification, e.g. bank business economist, or Relevant experience in supporting and consulting demanding customers in complex asset issues Secure knowledge of all MiFID II rules Very good knowledge of German and English in word and writing Sovereign and professional appearance to customers and colleagues Holistic, analytical and networked thinking as well as good problem-solving and project management skills in complex customer situations Contact strength as well as high persuasion and team capacity

Flexible working hours within a 39-hour week 30 days of year Versatile and exciting tasks in a modern and dynamic environment as well as value-adding operating climate Targeted support through internal and external training and development programmes Berenberg pad system for a structured and smooth onboarding Various grants (e.g. Germany ticket, JobRad, asset-effective services, company pensions, Pluxee checks) Additional services such as family service, working time account (e.g. for Sabbaticals), operating social benefits, health and sports programs JOBV1_EN

Company location

Location

ava Berenberg
Bremen
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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