Vermögenscontroller (m/w/d)
Core
Manage family wealth portfolios, prepare complex financial reports, and coordinate strategic asset decisions for multi-family office clients.
Role type
Senior Wealth Controller (Family Office)
Builds
Transparent wealth reports, strategic decision frameworks, and operational asset management plans.
Domain
Wealth Management / Family Office / Financial Planning
Required skills
Portfolio risk monitoring, financial reporting, estate planning, tax law, corporate law, project management, MS Office 365, QPlix software
Preferred skills
Real estate expertise, capital market knowledge, negotiation skills
Technologies
QPlix, MS Office 365
Responsibilities
Monitor entire wealth portfolios for risks and development, create structured wealth reports, handle organizational tasks around family assets, accompany clients on complex questions (tax, corporate law, inheritance), manage projects like complex financing or succession planning, prepare decision templates for meetings.
Seniority
Senior, hands-on IC