Senior Kundenbetreuer (m/w/d)
Core
Managing and acquiring relationships with high-net-worth private clients (>$3M liquid assets) and co-developing strategic business topics.
Role type
Senior Client Advisor (Wealth Management)
Builds
Long-term client relationships and strategic advisory services for wealthy individuals
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
relationship management, client acquisition, network building, strategic advisory, market understanding, business development
Preferred skills
experience in investment banking, management consulting, or law
Technologies
N/A
Responsibilities
Oversee existing client relationships, acquire new high-net-worth clients, build and maintain networks with external advisors (tax attorneys, lawyers), co-develop internal company topics like investment policy and Family Office services
Seniority
Senior, hands-on IC