Senior Wealth Manager (m/w/d)
Core
Managing high-net-worth individuals, entrepreneur families, and Family Offices through comprehensive wealth strategies and long-term relationship building.
Role type
Senior Wealth Manager (Private Banking)
Builds
Individual wealth strategies, portfolio solutions, and succession planning for private clients.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
High-net-worth client acquisition, wealth strategy development, portfolio management, succession planning, regulatory compliance, network building
Preferred skills
Team collaboration (pairs/triads), regional market presence
Technologies
N/A
Responsibilities
Acquire new mandates through network development, develop individual wealth strategies, manage existing client relationships, plan and lead client events, collaborate with portfolio management and investment offices
Seniority
Senior, hands-on IC