Fachwirt/in - Finanzierung und Leasing
Core
Advise and manage foundations and family offices, developing tailored investment and financing solutions while acquiring new clients in the private banking sector.
Role type
Senior Private Banking Relationship Manager (Foundations & Family Offices)
Builds
Customized investment and financing solutions for high-net-worth clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Capital market knowledge, client acquisition, relationship management, business development, strategic planning
Preferred skills
Qualification in foundations or finance (e.g., CFA, CEFA, CFP), travel readiness
Technologies
N/A
Responsibilities
Consult and support foundations and family offices, acquire new clients (entrepreneurial families, foundations), develop individual investment and financing solutions, manage top-tier client relationships, collaborate with expert teams to expand the network
Seniority
Senior, hands-on IC