Назад
Company hidden
13 часов назад

High-Net-Worth Client Relationship Manager (Fintech)

Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
c1
Страна
Germany
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
High-Net-Worth Client Relationship Manager (Fintech) (wealth management and investment platform): Building trusted relationships with high-net-worth investors in Europe, presenting multi-asset investment offerings, and onboarding new clients with an accent on personalized service, client engagement, and financial product communication. Focus on identifying qualified investors, managing CRM and long-term relationships, guiding verification processes, and collaborating with Marketing, Product, and Compliance.

Location: Germany, Berlin; hybrid work with office and remote options. Remote work from another country is available for up to three months per year.

Company

hirify.global is a European wealth-building platform offering multi-asset investment opportunities to retail and high-net-worth investors.

What you will do

  • Identify and connect with prospective high-net-worth investors in Europe through networking, referrals, and outreach.
  • Present hirify.global’ multi-asset offering according to each client’s investment experience.
  • Build and maintain accurate CRM records for prospects and clients.
  • Manage relationships with existing high-net-worth clients, supporting engagement, satisfaction, and activity on the platform.
  • Guide clients through onboarding and verification processes.
  • Collaborate with Marketing, Product, and Compliance to address client needs and feedback.

Requirements

  • 3–5 years of experience in client relationship management, sales, or account management, ideally in financial services, fintech, or another sector serving high-value clients.
  • Strong interpersonal and relationship-building skills, with a commercial mindset.
  • Ability to explain investment products and processes clearly.
  • Organized and detail-oriented approach to managing multiple client relationships and follow-ups.
  • Fluent English and German, spoken and written.
  • Bachelor’s degree in Finance, Business Administration, Economics, or a related field.

Nice to have

  • French and/or Spanish language proficiency.
  • Advanced degree or relevant professional certification such as CFA.

Culture & Benefits

  • Competitive salary and stock options.
  • Flexible hybrid work with access to office collaboration and work-from-home arrangements.
  • Generous vacation policy without limiting leave to the legal minimum.
  • Annual €1,200 learning and development budget.
  • Well-equipped office with parking, showers, kitchen refreshments, massage chair, and nap room.
  • International team of more than 200 people from over 18 countries, with a focus on fairness, equality, and inclusion.

Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →