Portfoliomanager - Vermögensverwaltung / Investment (m/w/d)
Core
Independent wealth manager responsible for holistic asset management and optimization for high-net-worth individuals, entrepreneurs, and legal entities, focusing on value investing and long-term strategies.
Role type
Senior Independent Wealth Manager / Private Banking
Builds
Tailored financial solutions and investment strategies for private clients
Domain
Wealth Management / Private Banking / Asset Management
Required skills
Value investing, holistic asset management, client acquisition, network building, strategic planning, capital allocation, business development
Preferred skills
Family office services, real estate investment, estate planning, corporate succession
Technologies
Investment platforms, portfolio management tools
Responsibilities
Manage existing high-net-worth client relationships, develop individual investment strategies, participate in the investment committee, acquire new clients, represent the firm to partners and clients, oversee asset allocation implementation
Seniority
Senior, hands-on IC