Manager (m/f/d) Competence Center UHNWI

Job description

Tasks

• Assumption of representative responsibility in customer projects
• Needs analysis of services and holistic solutions that can be presented to the client/prospect - usually in the form of family offices or other professional advisors - with the relationship managers
• Positioning the management area as a trustworthy partner through sound advice
• Attending client meetings and preparing investment proposals and client presentations
• Constant monitoring of the capital markets
• Contributing to and further developing our services and products in Germany

Requirements

• Completed studies at a university or university of applied sciences (economics, banking, finance, law), or equivalent training or professional experience
• Several years of professional experience in a comparable role, ideally with experience in securities, structure and design topics as well as semi-institutional clients and asset management
• Technically broad knowledge and experience of all banking services such as liquid assets, private equity, credit, wealth planning, reporting
• Existing tax and legal knowledge of the legal entity of the client (private individuals, companies, foundations, special funds)
• Independent, reliable and communicative personality who enjoys teamwork
• Good MS Office skills

We offer