Senior Betreuer (w/m/d) Family Office
Core
Managing existing Family Office clients, acquiring new mandates, and creating comprehensive financial and wealth plans including succession and asset class management.
Role type
Senior Family Office Advisor
Builds
Financial and wealth planning services, asset management strategies, and reporting for high-net-worth individuals and institutions.
Domain
Private Banking / Wealth Management
Required skills
Financial planning, wealth management, succession planning, asset class management, estate law, tax law, real estate management, alternative investments, reporting and controlling
Preferred skills
CFP or CFEP certification, experience with collectables, strong communication, representative demeanor
Technologies
N/A
Responsibilities
Manage existing Family Office clients, acquire new mandates, create financial and wealth plans, conduct asset class management, serve as internal and external contact for wealth topics, develop structures and processes
Seniority
Senior, hands-on IC