Senior Wealth Manager (m/w/d)
Core
Senior Wealth Manager providing holistic wealth management, portfolio strategy, and succession planning for high-net-worth individuals, family offices, and foundations.
Role type
Senior Private Banking Relationship Manager
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, financial solutions design
Preferred skills
Established regional client network, team collaboration (pairs/triads), entrepreneurial mindset
Technologies
N/A
Responsibilities
Acquire new mandates through network development, develop individual asset strategies, manage existing client relationships, plan and lead client events, collaborate with portfolio management and investment office
Seniority
Senior, hands-on IC