Overview In this role you build and grow your own client book across DACH and Europe, advising HNW/UHNW clients on strategic asset allocation using an open-architecture platform. You cultivate long-term relationships, identify new business through networking, and serve as the primary advisor leveraging a broad investment network. You will operate within a modern, client-focused wealth platform backed by stable capital and cross-border opportunities. This is a growth-focused, entrepreneurial position with strong onboarding and operational support. Leistungen / Benefits entrepreneurial wealth advisory model open-architecture platform select/integrate solutions from multiple banks fast client onboarding high flexibility growth of client franchise Verantwortungsbereiche Build and grow a client book focused on DACH and European markets Advise HNW/UHNW clients on asset allocation and investment solutions Develop long-term client relationships based on trust and performance Identify new business opportunities through networking and referrals Structure tailored investment strategies using an open-architecture platform Act as the primary advisor to clients leveraging the platform's investment network Zentrale Anforderungen Proven experience as a Relationship Manager in Private Banking, Wealth Management or independent advisory Ability to develop and grow client relationships and assets under management Established client network in the DACH region or broader European markets Entrepreneurial mindset and strong ownership mentality Strong understanding of financial markets and portfolio construction Fluent in English; German strongly preferred; additional languages are an advantage entrepreneurial mindset ownership relationship-building portfolio construction asset allocation open-architecture investment platforms
Relationship Manager - Private Wealth (m/f/d) in Schaffhausen Arbeitgeber: Michael Page International
Unser Kunde ist ein führendes internationales Unternehmen mit einem dynamischen und kollaborativen Arbeitsumfeld in München. Hier haben Sie die Möglichkeit, an einer bedeutenden SAP-Transformation mitzuwirken und Ihre Expertise in einem modernen, technologiegetriebenen Umfeld einzubringen. Das Unternehmen fördert nicht nur Innovation und Wachstum, sondern bietet auch flexible Arbeitsmodelle sowie umfangreiche Entwicklungsmöglichkeiten für seine Mitarbeiter.
Kontaktdaten:
Michael Page International Recruiting-Team