Requirements:
- 5+ years of wealth management experience or equivalent
- Strong financial advisory and wealth management
- Currently have experience managing a portfolio of โฌ80million plus
- Can demonstrate evidence of strategic level decision making
- Current network of HNW and/or UHNW individuals in the area
- Speak fluent/native German
Responsibilities:
- Run clients investment portfolio and advise accordingly to individual financial needs
- Run both Discretionary & Advisory Mandates
- Manage already existing relationships as well as develop new client relationships
- Generate revenues from portfolio and reach targets to satisfactory level
- Responsible for contribution to relevant strategy
- Be client-facing
Package:
- Competitive compensation
- Bonus
- Benefits
