Portfoliomanager - Vermögensverwaltung / Investment (m/w/d)
Core
Independent wealth management and investment strategy for high-net-worth individuals, entrepreneurs, and legal entities, focusing on long-term value creation and sustainable development.
Role type
Senior IC portfolio manager (wealth management)
Builds
Tailored financial solutions and investment strategies for private clients and family offices
Domain
Wealth management / Private banking / Investment
Required skills
Capital investment expertise, asset allocation, client acquisition, network building, strategic planning, financial structuring
Preferred skills
Entrepreneurial mindset, independent work style, flexibility, long-term relationship management
Technologies
N/A
Responsibilities
Holistic care of existing wealthy clients, development and implementation of individual investment strategies, participation in the investment committee, acquisition of new clients and network expansion, representation of the firm
Seniority
Senior, hands-on IC