Relationship Manager (w/m/d) at Freedom Finance Germany GmbH | BE, DE | Rezi

Relationship Manager (w/m/d) at Freedom Finance Germany GmbH

Relationship Manager (w/m/d)

Freedom Finance Germany GmbH · BE, DE

2 weeks ago

Relationship Manager (w/m/d)

Freedom Finance Germany GmbH · BE, DE

16 days ago
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About the Role

Freedom24 is a leading, CySEC-regulated investment broker in Europe, committed to transparency, investor protection, and high operational standards. As part of the NASDAQ-listed Freedom Holding Corp., we aim to make global investment opportunities simpler, more accessible, and transparent. We are seeking a dedicated Relationship Manager to join our team in Berlin, supporting long-term client relationships and actively shaping business development in the region.

Responsibilities

  • Serve as the primary point of contact for German-speaking clients, managing onboarding, product inquiries, platform questions, and customer requests.
  • Introduce new clients to our investment platform and services during introductory meetings.
  • Conduct regular client meetings and follow-ups to understand investment goals, interests, and current needs.
  • Build long-term, trusting client relationships and contribute to high customer satisfaction.
  • Identify client needs and offer suitable investment-related advice.
  • Monitor financial markets and share relevant information with clients.
  • Maintain customer data meticulously and support operational tasks.
  • Proactively re-engage less active clients and identify opportunities to strengthen existing client relationships.
  • Collaborate closely with internal Support, Sales, Product, and Compliance teams to ensure seamless service.
  • Participate in client events, webinars, and other customer retention initiatives, both online and in person.
  • Collect and relay customer feedback to relevant teams for continuous service and process improvement.

Requirements

  • Minimum of two years of professional experience in the financial services industry or with a brokerage, ideally in a customer-oriented B2C role.
  • Strong interest in financial markets, demonstrated through following market developments, personal investment experience, or working with investment products.
  • Ability to clearly and confidently explain financial products and market developments to clients with varying investment experience levels.
  • Excellent communication skills and a strong sense for interacting with people.
  • Fluent German for communication with local clients.
  • Good English skills for internal communication.
  • Proactive and solution-oriented work approach with a high standard for customer satisfaction and service quality.
  • Experience in customer service for investment and financial services is a plus.

Skills

  • Customer Relationship Management
  • Financial Markets Knowledge
  • Investment Products
  • Communication Skills
  • Client Onboarding
  • Customer Service
  • Sales
  • Market Analysis

Location

  • Berlin

Work Type

  • Hybrid
  • Remote (up to 10% after probation)

Experience Level

  • Minimum 2 years

Salary/Compensations

  • Competitive salary
  • Monthly sales bonus

Benefits

  • Competitive salary
  • Monthly sales bonus
  • Up to 10% remote work after probation
  • Extensive professional and personal development opportunities (internal/external training, certifications, workshops, seminars)
  • Participation in industry conferences, investment events, and exclusive marketing/networking events for top performers
  • Annual team-building events at international locations
  • Motivational team competitions with attractive prizes
  • International work environment and collaboration with colleagues from diverse teams and markets
  • Employee referral program with financial rewards
  • Opportunity to expand professional presence through industry events, content initiatives, and collaborations with influencers/experts
  • Access to modern, AI-powered tools for daily work, productivity, and customer support
  • Modern work environment with company-provided hardware

About the Company

  • Freedom24 is among the leading, CySEC-regulated investment brokers in Europe.
  • We have direct accounts with Euroclear, a long-term issuer credit rating of BB- with a stable outlook from S&P Global Ratings, and are members of the Association for Financial Markets in Europe (AFME).
  • We stand for transparency, investor protection, and the highest operational standards.
  • As part of the NASDAQ-listed Freedom Holding Corp. (FRHC), we belong to an internationally active financial group with over 11,800 employees in 22 countries.
  • For over ten years, we have pursued the goal of making global investment opportunities simpler, more accessible, and more transparent for our clients.

Equal Opportunity

  • All formulations are directed at people of all genders.