Vermögensverwalter (m/w/d) – Vermögende Mandanten betreuen, ohne Bankkonzern im Rücken
Core
Managing wealthy private and entrepreneur clients by developing individual investment strategies and wealth structures, including alternative investments like Private Equity.
Role type
Senior Wealth Manager / Private Banker
Builds
Tailored wealth management mandates and investment strategies for high-net-worth individuals
Domain
Wealth Management / Private Banking
Required skills
Wealth management experience, Private banking experience, Investment strategy development, Client relationship management, Alternative investments knowledge, Financial planning
Preferred skills
Sachkunde §34f certification, CFP certification, Bankfachwirt certification, Entrepreneurial mindset
Technologies
Private Equity, Funds, Wealth management platforms
Responsibilities
Managing wealthy private and entrepreneur clients, Developing individual investment strategies and wealth structures, Accompanying wealth management mandates from strategy to ongoing care, Providing holistic view including provision, insurance, real estate, and succession planning
Seniority
Senior, hands-on IC