Description
The client is hiring a Senior Wealth Manager in Bamberg to independently manage affluent private clients, entrepreneur families, family offices, foundations, and other demanding client groups. The role involves acquiring new mandates, developing individual wealth strategies, maintaining client relationships, identifying advisory and cross-selling opportunities, maintaining regional networks, and coordinating with portfolio management and investment specialists. Candidates should have extensive experience advising affluent private clients, a banking apprenticeship or comparable practical experience, knowledge of investment advisory and asset administration, and fluent German and advanced English skills. The position offers permanent employment, mentoring, flexible working hours, and partial mobile-work options.
