Senior Wealth Manager (m/w/d)
Core
Senior Wealth Manager providing holistic wealth management, portfolio strategy, and succession planning for affluent private clients, entrepreneur families, and Family Offices.
Role type
Senior IC wealth manager (private banking)
Builds
Individual wealth strategies and long-term client relationships
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio strategy, succession planning, asset management, regulatory compliance, network development, client acquisition
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 office
Seniority
Senior, hands-on IC