Senior Berater Wealth Management (m/w/d)
Core
Senior Private Wealth Manager building and managing a long-term client portfolio for High-Net-Worth Individuals (HNWI/UHNWI) in Kempten, Germany.
Role type
Senior IC Private Wealth Manager
Builds
Individual wealth management portfolios and client relationships
Domain
Wealth Management / Private Banking
Required skills
10+ years experience with HNWI/UHNWI, capital market knowledge, client relationship management, strategic planning, event organization, cross-functional collaboration
Preferred skills
CFP, EFA, MBA, English proficiency
Technologies
Digital financial planning tools, portfolio management systems
Responsibilities
Build and manage a client portfolio for HNWI/UHNWI, develop individual wealth concepts, organize client events, collaborate with group services (private secretary, trust), expand the Kempten location
Seniority
Senior, hands-on IC
