Senior Wealth Manager (m/w/d)
Core
Independent and holistic care of wealthy private clients, entrepreneur families, Family Offices, and foundations, including acquisition of new mandates and development of individual wealth strategies.
Role type
Senior Wealth Manager (Private Banking)
Builds
Long-term client relationships and tailored financial solutions for high-net-worth individuals and families.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management, portfolio strategy, succession planning, financial solutions, regulatory compliance, network development, client acquisition, cross-selling
Preferred skills
Team collaboration (pairs or trios), entrepreneurial initiative, mentoring
Technologies
N/A
Responsibilities
Acquire new mandates through network development, develop individual wealth strategies, manage existing client relationships, plan and lead client events, collaborate with Portfolio Management and Investment Office
Seniority
Senior, hands-on IC