DIS AG | Germany | 14xxx Berlin | Permanent position | Full time / Home office | Published since: 20.08.2026 on stepstone.de
Relationship Manager Private Clients in the Banking Environment (m/f/d)
Do you want wealthy private customers: to advise and actively develop long-term customer relationships? Do you bring well-founded knowledge in investment consulting, asset structuring and precautionary measures and combine them with entrepreneurial thinking and a pronounced degree? For an established company in the banking field, we are looking for a relationship manager (m/w/d) private clients as part of the direct switching. Look forward to a responsible position with a long-term perspective and a variety of design options. .
* After clicking the Read more button, the original advert will open on our partner's website, where you can see the details of this vacancy and contact information. If you need a translation of this text, after returning to our website it will be prepared and you can read it by clicking the Show full translation button.
Your tasks • Your profile • What we offer
You independently accompany a wealthy customer portfolio and sustainably expand existing customer relationships Through your professional advice, you develop individual financial and precautionary solutions that are tailored to your customers' personal goals You realize potentials, unlock new business opportunities and actively attract new customers for the company You make an active contribution to the sustainable development of the supported customer portfolio and to the achievement of demanding growth goals You advise professionally on asset structuring, investment strategies, financing solutions, precautionary concepts and cross-generation asset planning
You have a successfully completed training in banking, financial services or a comparable commercial qualification In addition, you will bring well-founded knowledge in the areas of asset building, investment advice, financing, prevention and capital market Additional qualifications in Finance & Management, Banking or Wealth Management are welcome and complete your profile ideally You act entrepreneurially and identify opportunities for developing existing customer relationships You pursue your goals with your own initiative, negotiation skills and high degree
Attractive remuneration & occupational pensions Flexible working hours & mobile work Individual training & Strength coaching BVG Ticket & Bicycle Leasesing Comprehensive Health Management & Corporate Benefits
Location
 | DIS AG | |
| 14199 Berlin | ||
| 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.
For more information read the original ad