Manager (m/f/d) Competence Center UHNWI

Job description

Manager (m/f/d) Competence Center UHNWI

Tasks

• Processing analysis of wealth situations and holistic solutions that can be presented to clients/prospects - usually in the form of family offices or other professional advisors - with the relationship managers
• Positioning the company as a trustworthy partner through sound advice
• Attending customer meetings and preparing investment proposals and customer presentations
• Constant monitoring of the capital markets
• Contributing to the further development of our services and products in Germany
• Development of long-term customer relationships and contact person for customers and prospects
• Development of individual solutions for liquid and illiquid assets in close cooperation with our expert teams in Zurich

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
• Prior tax and legal knowledge (about the legal entity of clients (private individuals, companies, foundations, special funds)
• Independent, reliable and communicative personality who enjoys teamwork
• Good MS Office skills

We offer

No explicit benefits mentioned.