Investment Advisor Wealth Management & Private Banking (m/w/d)
Core
Develop holistic, long-term wealth strategies for UHNWIs and Family Offices, focusing on liquidity events, succession planning, and portfolio risk/return analysis.
Role type
Senior Private Banking Investment Advisor
Builds
Customized investment and credit strategies for high-net-worth individuals and semi-institutional clients
Domain
Private Banking & Wealth Management
Required skills
Equity products expertise, Derivatives structures, Asset allocation strategies, Portfolio risk analysis, Family Office advisory, Market commentary development
Preferred skills
CFA or CIIA certification, Experience with structured products, Global Investment Solutions knowledge
Technologies
Equity derivatives, Structured products, Portfolio management systems
Responsibilities
Develop comprehensive wealth strategies for complex UHNWI portfolios, Analyze existing client portfolios for risks and returns, Advise on equities, bonds, funds, and structured products, Coordinate pitch processes with Relationship Managers, Provide market commentary and implement investment ideas, Support succession planning and liquidity events for families
Seniority
Senior, hands-on IC