Senior Relationship Manager / Asset Manager (m/f/d)

Full advice and support of wealthy private customers and entrepreneurs in Wealth Management Construction, maintenance and development of long-term client relationships Implementation of annual discussions, market and strategy talks Preparation of investment proposals, portfolio analyses and suitability tests Initial discussions with interested parties including structured demand determination Own acquisition of new mandates and extension of the personal network Accompanying depot openings, depot transfers and onboarding processes Working with CRM documentation, reporting and compliance topics Close cooperation with our securities trading in the implementation of portfolio strategies

At least 5 years of professional experience in private banking, asset management or senior financial advice Very good knowledge of financial assets, depot structures, risk profiles and asset concepts Safe, professional appearance in handling demanding clients Embossed consulting and communication strength Entrepreneurial thinking and joy in the independent acquisition of new customers Existing network of tax advisors, lawyers or notaries of advantage Experience with funds, model portfolios and complex asset structures Teamability and interest in long-term cooperation

Attractive fixed remuneration plus performance-oriented, transparent bonus scheme Long-term perspective in an owner-managed, growth-oriented asset management Own fund strategies, model portfolios and clearly defined investment processes High design playroom in the construction and development of a separate client strain Active support for the new customer acquisition (marketing, events) Short decision-making and direct cooperation with management Demanding client structure and high-quality consulting situations Modernly equipped workplace in central location in Cologne Flexible working hours and punctual home office options