Responsibilities:
- Manage and develop long-term relationships with private clients.
- Oversee client portfolios in line with each client’s objectives, risk profile and investment strategy.
- Bring and responsibly develop an established client book.
- Expand the client base through new acquisitions, referrals and professional relationships.
- Work closely with the investment team to provide tailored and independent wealth management solutions.
Candidate Profile
- Extensive experience in private banking, wealth management or independent asset management.
- An established network and client book within the private client segment.
- Strong relationship management, portfolio management and client acquisition skills.
- Very good knowledge of German and/or English.
- Entrepreneurial thinking, discretion and a strong sense of responsibility.
- Ideally, you are between 35 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 close collaboration with experienced professionals, direct access to decision-makers and preferential conditions with established partner banks.
We look forward to welcoming a like-minded professional who values independence, responsibility and long-term client relationships.
