Senior Berater Wealth Management (m/w/d)
Hybrid
Core
Senior Private Wealth Manager building and managing a long-term portfolio of HNW/UHNW clients through holistic financial planning and portfolio management.
Role type
Senior IC Private Wealth Manager
Builds
Individual wealth management portfolios and client relationships
Domain
Wealth Management / Private Banking
Required skills
HNW/UHNW client management, holistic financial planning, portfolio management, capital market knowledge, event organization, network development
Preferred skills
CFP, EFA, MBA with finance focus, English proficiency
Technologies
Digital financial planning tools, portfolio management systems
Responsibilities
Build and manage a client base of HNW/UHNW individuals, develop individual wealth concepts, organize client events, expand the Kempten location, collaborate across group locations
Seniority
Senior, hands-on IC