You have long-standing client relationships and clients personally trust you.
You understand your clients' financial objectives and develop tailored investment strategies that meet client needs while seeking the highest possible returns at an acceptable level of risk.
Requirements
You hold a banking-specific qualification, a relevant degree, or an equivalent qualification — or you possess equivalent professional experience.
You enjoy working in a medium-sized wealth management firm with fast decision-making and straightforward processes.
You have 10+ years of dedicated experience serving wealthy private clients (UHNWI or HNWI) in a national or international environment.
You have long-standing personal relationships and/or an active client book (from a volume of €40–50 million).
You are a networker and communicator who enjoys establishing new contacts and developing relationships.
You possess the necessary interpersonal sensitivity, skill, tact and the perseverance required for the role.
You inspire your clients with bespoke investment concepts.
Your proven success is based on intensive personal and professional contacts with wealthy private clients.
You are a highly motivated, results-oriented team player with a convincing personality who identifies with the role.
Benefits
A highly successful wealth advisory firm with a top reputation and clear strategies for the future.
Sales support and compensation aligned with performance levels.
High degree of autonomy and encouragement of entrepreneurial initiative.
A loyal team.
Flexible working-time models including home office.
Exceptional remuneration with an uncapped participation-based compensation model.