Relationship Manager (m/w/d), Munich

DAB BNP Paribas ist die Bank für unabhängige Vermögensverwalter, Fondsvermittler, Anlageberater und institutionelle Kunden. In Deutschland führen bereits mehr als 60% aller bei der BaFin zugelassenen Finanzportfolioverwalter ihre Endkundendepots bei uns. Damit sind wir in diesem Segment der klare Marktführer! Für unsere Kunden sind wir heute ein stärkerer Partner denn je: Als Teil des großen Netzwerkes unserer Muttergesellschaft, der französischen BNP Paribas.

Your Responsibilities

Building positive relationships with customers:

Building positive relationships with customers

• Identify and attract HNWi and UHNWi prospects
• Regular client interaction as key contact to establish and develop a long-term relationship
• Understand client needs, especially with HNWi and UHNWi background and develop plans to address them
• Promote high-quality sales including upselling and cross-selling, supply and customer service processes
• Assisting with generating new business:

Identify client needs and demand and develop respective activities to to cultivate a long-term and profitable relationships

• Approach potential customers with HNWi and UHNWi background to establish relationships
• Compliance with Internal Control, Regulatory and Compliance procedures
• Ensure strict awareness of internal procedures and risk management guidelines as well as all other regulatory requirements and internal guidelines (as applicable).
• Comply with regulatory licensing and behavior requirement in the discharge of duty as RM and as an employee of the Bank.

Change Management Support:

• To ensure high client satisfaction and long-term client relationships, challenge processes to continuously ensure that they are adequate and efficient to meet clients’ needs.

Contribute to continuous improvements in Bank procedures and organization.

Your Profile

• Strong knowledge of HNWI and UHNWi client’s requirements with regards to financial products, markets, instruments and services including a very good understanding of how economic events impact global markets. Excellent ability to communicate with HNWi and UHNWi prospects and clients . A good knowledge of operational and regulatory environments is essential.
• Several years of working experience as a Relationship Manager advising high net-worth and ultra high net-worth clients and their families with all Wealth Management services.
• Several years of experience in a financial environment with direct contact to clients.
• Strong communication, interpersonal and analytical skills
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Strategic thinker with an analytical mind and strong problem-solving skills
• Deep knowledge of main financial instruments: equities, bonds, funds, ETFs, Structured Products, cash and Forex.
• Fluent in German & English