(Senior) Advisor Vermögenscontrolling (mensch)
Core
Direct point of contact for high-net-worth clients, managing their assets and creating individualized wealth control reports to support investment decisions.
Role type
Senior Wealth Control Advisor (Private Client)
Builds
IT-supported wealth reporting and analysis systems for private clients and family offices
Domain
Wealth Management / Private Banking
Required skills
Wealth management experience, Private Client/Family Office background, Capital and Real Estate asset knowledge, IT affinity, Risk assessment, Tax and cost control
Preferred skills
Advanced degree in Economics/Finance or Banking qualification, Innovative solution development
Technologies
QPLIX
Responsibilities
Manage client assets and serve as direct contact, Create IT-supported wealth reports and analyses, Record transactions and payment movements in reporting systems, Control and assess risks, costs, and taxes, Contribute to service development in wealth control