mandatsleiter treuhand als standortleiter, 90-100% (w/m/d)
Core
Leading a trust firm office location and managing complex advisory mandates for individuals and legal entities.
Role type
Senior trust firm practice leader (office manager)
Builds
Trust mandates, financial advisory services, and office operations
Domain
Trust and fiduciary services / Financial advisory
Deliverable
client delivery
Required skills
Trust business expertise, financial advisory, succession planning, restructuring, restricted audit leadership, business development
Preferred skills
Entrepreneurial mindset, customer orientation, cooperative leadership style
Technologies
N/A
Responsibilities
Manage office location operations, lead the team professionally and personally, lead trust mandates for natural and legal persons, lead complex advisory mandates in financing, succession planning, and restructuring, lead restricted audits, develop the office and expand the mandate portfolio
Seniority
Senior, hands-on IC