Junior Client Advisor - Hamburg, Deutschland - Quintet Private Bank

Quintet Private Bank

Geprüftes Unternehmen

Hamburg, Deutschland

vor 3 Wochen

Geschrieben von:

Lena Wagner

beBee Recruiter

Beschreibung

Purpose of the Job:

Key Accountabilities:

Managing existing customer relationships
Acquisition of new customers
Portfolio management for IVM in coordination with PM or second PB
Proactive customer advice for consulting mandates based on the recommendation lists
Development / management of the consulting portfolio in direct coordination with the customer
Comprehensive advice
Implementation and maintenance of the change measures of the Everest program
The private banker acts mainly as a "relationship manager" in a customer relationship
In addition to advising existing customers, the acquisition of new customers is his most important task
Holistic and proactive advice and support for wealthy private customers > T€ 500 based on the services and products recommended by the bank
Customer advice for consulting mandates based on the recommendation lists
Portfolio management for IVM in coordination with PM or second PB
Development / management of consulting portfolios in direct coordination with the customer
Use of wealth navigator, liquidity and strategic wealth planning
Use of the entire range of services offered by MF (asset management, asset advice, credit business and financing advice, real estate advice, renewable energies, investment offers, insurance) with the involvement and cooperation of the relevant specialists
Accompaniment of potential customers and development to target customers with AuM at MF > T€ 500 within one year
Advice and new acquisition of profitable administrative and advisory mandates for the bank according to personal target agreements
Yield according to personal target agreement
Documentation of the customer relationship, customer contacts and activities in the CRM system in accordance with legal and bankspecific requirements as well as cooperation in customerspecific controlling activities
Monitoring/checking the customer documents available to the bank for accuracy, completeness and timeliness (in cooperation with the assistant)
Observation of or further training in the classic asset classes (law, tax, markets, etc.)
Condition competence according to "operative competences"