Not specified; not specified; comprehensive benefi...
Hybrid
Discretionary portfolio management experience
Client acquisition and retention skills
Risk management and asset structure oversight
The role involves managing existing client relationships through discretionary portfolio management and traditional advisory mandates while driving new business acquisition alongside Relationship Managers
Job Summary
The role involves managing existing client relationships through discretionary portfolio management and traditional advisory mandates while driving new business acquisition alongside Relationship Managers.
Candidates are responsible for overseeing asset structures, implementing risk management strategies, and ensuring alignment with the Wealth Management CIO views to meet performance goals.
The company offers a comprehensive benefits package including mental health support, flexible working models like hybrid arrangements, and financial security provisions for retirement.
Matching Summary
The role involves managing existing client relationships through discretionary portfolio management and traditional advisory mandates while driving new business acquisition alongside Relationship Managers.
Salary
Not specified; Not specified; Comprehensive benefits including health checks, pension plans, and transport subsidies
Skills & Requirements
Must-have
Discretionary Portfolio Management experience
Client acquisition and retention skills
Risk management and asset structure oversight
Banking software proficiency
Fluent German and English communication
Nice-to-have
Strong internal and external professional network
Willingness to travel for client meetings
Collaborative team player mindset
Experience with active investment solutions
Commitment to operational excellence standards
Key Requirements
University degree or equivalent banking qualification
Several years of practice in banking and securities
Proven track record in client acquisition
Negotiation-level proficiency in German and English