Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Vermögensverwalter (m/w/d) role.
Rezi rewrites your resume against BV Bayerische Vermögen GmbH's job description. Free.
Tailor your resume to this Vermögensverwalter (m/w/d) role.
Rezi rewrites your resume against BV Bayerische Vermögen GmbH's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Vermögensverwalter (m/w/d) posting at BV Bayerische Vermögen GmbH — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Vermögensverwalter (m/w/d) posting at BV Bayerische Vermögen GmbH — free, in seconds.
About the Role
We are seeking an experienced Wealth Manager to take responsibility for clients, acquire new mandates, and actively shape our growth strategy. You will have the freedom of an entrepreneur within a professional and regulated framework, supported by the infrastructure and expertise of a large group.
Responsibilities
- Independent and holistic support of wealthy private clients, business families, foundations, and institutional investors.
- Building, developing, and maintaining long-term, trusting client relationships, as well as acquiring new clients and mandates.
- Developing individual investment strategies based on clients' personal goals, requirements, and risk preferences.
- Selecting suitable solutions from the product and wealth management offerings of BV Bayerische Vermögen and the LAIQON Group.
- Close collaboration with portfolio management, research, wealth management, and other specialists, as well as representing the company at client and network events.
- Ensuring regulatory requirements and internal compliance standards throughout the advisory and support process.
Requirements
- Extensive professional experience in wealth management, private banking, wealth management, or a comparable field, with an understanding of the demands of sophisticated clients.
- Experience in advising and supporting wealthy private clients and/or business families.
- In-depth knowledge of capital markets and relevant asset classes.
- Strong advisory, sales, and acquisition skills.
- A robust network within the relevant client segment and experience in independently acquiring and developing client relationships.
- Entrepreneurial thinking and the desire to take responsibility for one's own client base.
- High client orientation and enjoyment of long-term, trusting client relationships.
- Initiative, reliability, and a sense of responsibility.
- Professional and confident demeanor.
- Very good German language skills, both written and spoken.
- Fundamental experience, strong client orientation, and the ambition to develop long-term successful solutions with clients are more important than fulfilling every requirement.
Skills
- Wealth Management
- Private Banking
- Capital Markets Knowledge
- Investment Strategy Development
- Client Relationship Management
- Sales
- Acquisition
- Networking
- Regulatory Compliance
- KI-gestützte Investmentlösungen
Location
- Germany
Work Type
- Full-time
Experience Level
- Experienced
Benefits
- High entrepreneurial freedom within a professional and regulated framework.
- A broad spectrum of modern product and wealth management solutions within the LAIQON Group.
- Access to classic, professional, digital, and AI-supported investment solutions.
- A high-performing network of portfolio management, research, and other specialists.
- Short decision-making paths and direct collaboration within the company.
- An attractive environment for building and further developing your own client portfolio.
- Attractive compensation models with long-term development prospects.
- A collegial, appreciative, and entrepreneurial work environment.
- The opportunity to actively shape the further development and growth of our wealth management business.
About the Company
- BV Bayerische Vermögen GmbH is one of Germany's leading independent asset managers and part of the LAIQON Group.
- We support wealthy private clients, business families, foundations, and institutional investors with tailor-made investment solutions and long-term, partnership-based support.
- Our claim is to provide the right investment solution for every client.
- As part of the LAIQON Group, we offer our clients a special solution approach that combines classic asset management with professional portfolio management and modern digital and AI-supported investment solutions.
- LAIQON AG is an innovative, publicly traded financial services provider that creates added value for clients and partners through active, sustainable, and digital investment solutions.
- Our business model is based on three strong business areas: LAIQON Asset Management, LAIQON Wealth Management, and LAIQON Digital Wealth.