Wellebach Finanz GmbH is an independent financial intermediary that brings together sources of capital and organizations seeking financing. The company works with banks, institutional investors, and public-sector clients across finance, banking, and B2B markets. Privately owned and founded in 2022, Wellebach Finanz GmbH also operates as a tied agent of AHP Capital Management GmbH for securities brokerage and investment mediation. Its work is centered on independent advice and durable, trust-based relationships with clients.
Client Relationship Manager – Sales, Regional Banks & Institutional Investors
Client relationship manager for regional banks and institutional investors at a Wiesbaden-based financial broker. Build client relationships and facilitate investment and funding transactions.
Description
- Advise regional banks and institutional investors on investment and funding transactions
- Present the company’s broad product portfolio according to client needs
- Grow client relationships and develop a strong personal network independently
- Spot new business opportunities and turn original ideas into action
- Originate and complete transactions
- Work with the Wellebach team to ensure transactions are executed successfully
Requirements
- Experience advising regional banks or institutional investors is preferred
- An established network of client contacts
- Proven ability to build and sustain long-term relationships
- A proactive approach to recognizing and consistently pursuing opportunities
- Ability to work independently and make sound decisions
- Genuine interest in financial markets and financial products
Benefits
- Flexible working hours
- Individual training and development opportunities for professional and personal growth
- Modern equipment to support productive work
- Fast decision-making, direct coordination, and space to contribute ideas
- Attractive compensation
- Choice of working from the Wiesbaden headquarters, remotely, or in a hybrid arrangement
- Collaborative, supportive workplace with an open culture of knowledge sharing
- Summer offsite
- December Christmas party
- Approximately 95% of the role is dedicated to client support, relationship building, listening, opportunity identification, and transaction origination and closing