Private-Equity-Spezialist (m/w/d) – Alternative Investments für anspruchsvolle Mandanten
Core
Advise wealthy private and entrepreneur clients on Private Equity and alternative investments, integrating them into overall client strategy.
Role type
Senior Private Equity Specialist (Advisory)
Builds
Client relationships and investment strategies for high-net-worth individuals
Domain
Wealth Management / Private Equity
Deliverable
client delivery
Required skills
Private Equity expertise, closed-end funds, tangible asset investments, client advisory, strategic asset allocation
Preferred skills
Sachkunde certification (§34f), own client base, team leadership
Technologies
N/A
Responsibilities
Advise clients on Private Equity and alternative investments, Integrate investments into client overall strategy, Build and manage own client portfolio, Collaborate with referring advisors
Seniority
Senior, hands-on IC