13 часов назад
High-Net-Worth Client Relationship Manager (Fintech)
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
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 ’ 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.
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