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Relationship Manager (m/w/d) mit Buch - Job Opportunity at PRIME HR Agentur GmbH

Munich, Germany
Full-time
Senior
Posted: March 24, 2025
Hybrid
EUR 90,000-120,000 per year

Benefits

Premium healthcare package with additional insurance subsidies indicating strong employee wellness focus
Comprehensive pension plan with employer contributions reflecting long-term employee investment
Hybrid work model with 2 days remote work weekly showing modern workplace approach
Flexible hours with gliding time model supporting work-life balance
Structured professional development program with personalized training paths
Regular company events fostering team cohesion and culture building
Strategic location with excellent transport connections

Key Responsibilities

Lead strategic wealth management relationships with high-net-worth individuals and institutional clients
Drive business development through sophisticated financial advisory services managing portfolios in billion EUR range
Execute complex investment strategies while coordinating with investment office team
Develop and maintain comprehensive wealth management solutions for premium clients
Act as primary point of contact in family office capacity for ultra-high-net-worth clients
Ensure regulatory compliance while optimizing investment strategies
Contribute to product development and service standard enhancement

Requirements

Education

Master's degree or diploma in economics or equivalent field, or banking certification with additional qualifications (CFP, CEP)

Experience

Proven track record with existing client portfolio of 10-20 million EUR

Required Skills

Advanced capital market knowledge Strong networking abilities Entrepreneurial mindset Analytical thinking High empathy and customer orientation Proficiency in Microsoft Office Adaptability to new technology tools

Certifications

Banking certification CFP or CEP preferred
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Sauge AI Market Intelligence

Industry Trends

Increasing demand for holistic wealth management services in German market due to generational wealth transfer Growing importance of sustainable and ESG-focused investment strategies in private banking sector Digital transformation driving need for tech-savvy relationship managers who can leverage new platforms while maintaining personal touch Regulatory environment becoming more complex, especially in EU context, requiring deeper expertise in compliance

Salary Evaluation

The offered compensation range of EUR 90,000-120,000 is competitive for senior relationship managers in Munich's financial sector, particularly with bonus potential. This positions the role in the upper quartile for similar positions in the region.

Role Significance

Operating within a 50-person organization suggests a lean, focused team structure with direct access to senior management
Senior position with significant autonomy in client portfolio management and strategic decision-making authority

Key Projects

Development of comprehensive wealth management strategies for UHNW clients Implementation of new investment vehicles and portfolio optimization Strategic client relationship development and portfolio expansion Cross-functional coordination with investment office for customized solutions

Success Factors

Strong network within German financial services sector Proven track record in UHNW client relationship management Balance of technical expertise and interpersonal skills Ability to operate independently while maintaining team alignment

Market Demand

High demand with growing market need as wealth management sector expands in German-speaking markets

Important Skills

Critical Skills

Deep understanding of capital markets and investment products Network management and relationship building capabilities Risk assessment and portfolio management expertise

Beneficial Skills

Digital transformation knowledge ESG investment expertise Family office service understanding Cross-border wealth management experience

Unique Aspects

Combination of traditional wealth management with modern working practices
Strong focus on personal development and knowledge sharing
Direct client impact with significant portfolio responsibility
Balance of autonomy and team support structure

Career Growth

2-4 years in role before advancement opportunity, depending on performance and market conditions

Potential Next Roles

Head of Private Banking Regional Wealth Management Director Chief Investment Officer Partner in Private Wealth Management

Company Overview

PRIME HR Agentur GmbH

Established wealth management firm managing several billion EUR in assets, positioning it as a significant player in the German market

Mid-sized firm with strong regional presence and focus on high-net-worth segment
Strategically located in Munich's financial district with strong presence in Southern German market
Professional environment with flat hierarchies and emphasis on personal development and collaboration
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