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About the Role

As a Senior Relationship Manager Investments, you will be the face of LIQID to our clients, actively contributing to the company's success and growth. Your expertise and empathy will shape the client's perception of LIQID, encouraging long-term investment and engagement. You will manage your own client base in the high-net-worth private client segment, with the flexibility to shape your income based on performance and motivation.

Responsibilities

Provide expert and reliable support to affluent existing clients regarding wealth management and market developments.
Build trust with clients, ensure satisfaction, and maintain relationships through a goal-oriented and service-driven approach.
Identify potential client needs and generate interest in our investment products.
Inform clients about current investment strategies and portfolio adjustments.
Convey client feedback to Sales, Marketing, Operations, and Tech teams.
Contribute ideas to drive the advancement of products and platforms for the benefit of clients.

Requirements

Completed commercial vocational training (preferably banking) or a degree (preferably in economics with a focus on finance).
Relevant professional experience in client advisory within the affluent segment.
Specialization in various financial products and asset classes.
Strong interest in global capital markets and current world events.
Fluent German and good English language skills.
Responsible, reliable, and highly customer and service-oriented.
Strong communication skills and ability to empathize with the target group.
Independent work style, ability to prioritize effectively, and a proactive, hands-on mentality.
Ability to perform at a high level in a dynamic environment.

Skills

Customer relationship management
Wealth management
Financial products
Investment strategies
Capital markets
Client advisory
Sales
Marketing
Operations
Technology
Communication
Service orientation
Hands-on mentality

Location

Germany

Work Type

Flexible working models
Flexible working hours
Mobile working

Experience Level

Senior

Education Level

Commercial vocational training
Banking training
University degree (Economics with finance focus)

Benefits

Flat hierarchies
Cultural openness
Flexible working models
Flexible working hours
Mobile working arrangements
28 days of vacation
2 additional days off on December 24th and 31st
Annual development budget of €1,500
High-quality equipment (MacBook, headphones, display)
Attractive conditions for investment strategies
Monthly lunch subsidy
Exclusive discounts from various providers
Regional organic products in the office
Health initiatives
Health assistance program

About the Company

LIQID is a leading digital wealth manager in Europe and one of the fastest-growing German fintechs.
Our mission is to create equal conditions for wealthy investors by providing access to expertise and investment solutions previously unavailable to them.
We focus on balancing people, environment, and profit.
We offer comprehensive investment solutions, from first-class wealth management to curated portfolios from the world's best private equity and venture capital funds.
With over €3.8 billion in assets under management, we are among the leading wealth managers in Germany.
We collaborate with strong and experienced partners such as LGT, Toscafund, HQ Trust, and Project A.

Equal Opportunity

LIQID is an employer that stands for equal opportunity.
All qualified applications will be considered without regard to race, age, religion, gender, ethnic and national origin, disability, or any other characteristic protected by equal treatment laws.