Wealth Manager in Hamburg oder bundesweit im Home Office (m/w/d)
Core
Provide comprehensive wealth management and investment strategies for high-net-worth clients across all asset classes including equities, ETFs, funds, precious metals, real estate, and special investments.
Role type
Senior Wealth Manager (Independent Financial Advisor)
Builds
Tailored investment portfolios and long-term financial solutions for individual clients
Domain
Wealth Management / Private Banking
Required skills
Client acquisition, portfolio construction, asset allocation, relationship management, strategic planning, financial analysis, regulatory compliance, business development, negotiation, market analysis
Preferred skills
Experience with closed funds, network of high-net-worth clients, entrepreneurial mindset
Technologies
Investment platforms, CRM systems, financial modeling tools
Responsibilities
Develop individual investment strategies, acquire new clients through referrals and networking, serve as a direct contact for business expansion, conduct quarterly meetings at the Hamburg office, provide ongoing client support and advice
Seniority
Senior, hands-on IC
