Vermögenscontroller (m/w/d)
Core
Managing family wealth portfolios, preparing complex financial reports, and coordinating operational measures for multi-family office clients.
Role type
Senior Family Office Wealth Controller
Builds
Transparent wealth reports and decision-making frameworks for family clients
Domain
Wealth Management / Family Office / Real Estate / Estate Planning
Deliverable
dashboards & analysis
Required skills
Portfolio risk monitoring, financial planning, estate planning, tax law, corporate law, balance sheet analysis, project management, MS Office 365, QPlix
Preferred skills
Real estate focus, capital market experience, negotiation skills
Responsibilities
Monitor entire wealth portfolios for risks and deadlines, create structured wealth reports using QPlix software, coordinate complex financial transactions and succession planning, prepare decision templates for meetings, support clients on tax and inheritance law questions
Seniority
Senior, hands-on IC