Vermögensverwalter (m/w/d) – Volle Freiheit für dich und deine Mandanten
Core
Managing wealthy private clients holistically across asset classes, including wealth, pension planning, real estate, and succession planning.
Role type
Senior Private Wealth Manager
Builds
Long-term client relationships and comprehensive financial strategies
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Experience with high-net-worth individuals, long-term relationship management, independent decision-making
Preferred skills
Background in Private Banking or Wealth Advisory
Technologies
250+ partner companies
Responsibilities
Conduct client consultations, manage client portfolios, provide holistic financial advice
Seniority
Senior, hands-on IC