Senior Wealth Manager (m/w/divers)
Core
Personal wealth management and advisory for high-complexity clients, focusing on asset management, deposits, and private financing.
Role type
Senior Wealth Manager (IC)
Builds
Wealth management services and client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Asset management, private financing, sales techniques, client acquisition, MS Office, Private Equity, real estate structuring
Preferred skills
CFP qualification, presentation skills, network building
Responsibilities
Advise assigned high-complexity clients on asset management, deposits, and private financing; acquire new clients; build and maintain internal and external networks; support clients in using digital offerings.
Seniority
Senior, hands-on IC