Senior Wealth Manager (m/w/d)
Core
Holistic management of wealthy private clients, entrepreneur families, and Family Offices, including asset allocation and succession planning.
Role type
Senior Wealth Manager (Private Banking)
Builds
Individual wealth strategies and long-term client relationships
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management, portfolio strategy, succession planning, client acquisition, regulatory compliance, network development
Preferred skills
Team collaboration (pairs/triads), regional market presence
Technologies
N/A
Responsibilities
Develop individual wealth strategies, acquire new mandates, maintain regional networks, collaborate with investment offices
Seniority
Senior, hands-on IC