Private-Equity-Spezialist (m/w/d) – Frei investieren, frei beraten
Core
Private wealth management and investment advisory for affluent private clients and entrepreneurs, focusing on holistic strategies including alternative investments.
Role type
Senior Private Equity Specialist / Wealth Advisor
Builds
Customized investment mandates and comprehensive wealth strategies for high-net-worth individuals
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, securities advisory, asset management, alternative investments, risk assessment, client relationship management
Preferred skills
Experience with private equity, business participation, holistic financial planning
Technologies
N/A
Responsibilities
Advise clients on investment opportunities and risks, develop holistic wealth strategies, manage client mandates independently
Seniority
Senior, hands-on IC