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INVESTINU GROUP

INVESTINU GROUPINVESTINU GROUPINVESTINU GROUP
  • Home
  • UHNW Family Offices
  • Wealth Management
  • Contact Us
    • CLIENTS
    • CANDIDATES
  • Open Positions

Senior Relationship Manager

Senior Relationship Manager – Frankfurt, Germany


We are working with a prestigious wealth management firm in Frankfurt to bring on board an experienced Senior Relationship Manager with an established client portfolio. This role is suited to a professional with extensive experience in wealth management and a strong understanding of the German and European markets, who can deliver bespoke financial strategies to high-net-worth clients.


Key Responsibilities


  • Over 10 years experience as a Senior Private Banker or Relationship Manager, specialising in the distinct needs of high-net-worth clients.
  • Management and growth of a high-value client portfolio, offering personalised wealth management solutions tailored to individual goals and circumstances.
  • Proven ability to acquire and retain clients across European markets, with comprehensive knowledge of the regulatory landscape in Germany.
  • Track record of managing $100M+ in AUM, with the capability to transition part of your client portfolio, ensuring a seamless experience for clients.
  • Work independently while contributing effectively to a collaborative, results-oriented team of advisors.


What Our Client Provides


  • A structured transition process designed to ensure continuity and foster growth across all client relationships.
  • Access to leading-edge wealth management platforms and tools, enhancing client interaction and promoting strong portfolio outcomes.
  • A rewards-based compensation structure, with significant bonuses tied to AUM growth and successful client acquisition.
  • A comprehensive compliance and fiduciary framework, delivering high standards of security and trust for both clients and advisors in the German wealth management sector.


Diversity & Inclusion


Our clients are dedicated to fostering an inclusive environment and encourage applications from all backgrounds. We welcome candidates regardless of race, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Apply Now

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