Wealth Manager (m/w/d) München
Hybrid
Core
Advising wealthy private clients and institutional investors on investment strategies tailored to individual needs.
Role type
Wealth Manager
Builds
Customized investment portfolios and long-term client relationships
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Investment strategy development, client acquisition, relationship management, financial planning
Preferred skills
Empathy, professional presence, teamwork
Technologies
N/A
Responsibilities
Develop individual investment strategies, build trust-based client partnerships, acquire new clients through events and referrals, identify and implement specific client needs
Seniority
Mid-Senior, hands-on IC