Responsibilities
- Identify and develop new relationships with private clients and qualified prospects.
- Expand the firm’s network through referrals, professional contacts and targeted business development.
- Manage the complete client acquisition process, from initial contact to onboarding.
- Understand each prospect’s objectives and present suitable independent wealth management solutions.
- Maintain strong, long-term relationships with newly acquired clients.
- Work closely with the relationship management and investment teams to ensure a high-quality client experience.
Candidate Profile
- Extensive experience in client acquisition, private banking, wealth management or independent asset management.
- A strong professional network and established relationships within the private client or UHNW segment.
- Proven ability to acquire new clients and develop long-term business relationships.
- Very good knowledge of German and/or English.
- Excellent communication, negotiation and relationship-building skills.
- Entrepreneurial thinking, discretion and a high level of personal responsibility.
- Ideally, you are between 45 and 70 years old.
What We Offer
We offer above-average compensation, modern working conditions and attractive long-term prospects within an independent asset management firm.
You will benefit from direct access to decision-makers, close collaboration with experienced professionals and preferential conditions with established partner banks.
We look forward to welcoming an entrepreneurial professional who values independence, responsibility and long-term client relationships.
