As a Senior Wealth Manager, you will oversee sophisticated investment strategies for affluent private clients, manage multi‑asset portfolios, and advise on long‑term wealth preservation and growth. Operating without micromanagement, you will structure tailored investment plans, coordinate with internal specialists, and ensure seamless execution across global markets.
You will collaborate closely with senior leadership to expand the firm’s private wealth division, strengthen client relationships, and contribute to strategic initiatives that enhance overall fund performance.
Core Responsibilities
- Manage high‑value private client portfolios with full advisory autonomy.
- Engage with warm UHNW client leads provided by the firm.
- Develop bespoke investment strategies across equities, fixed income, alternatives, and private markets.
- Conduct risk assessments, performance reviews, and long‑term financial planning.
- Collaborate with internal analysts, tax advisors, and investment specialists.
- Present strategic recommendations to clients and senior leadership.
- Contribute to partnership‑track initiatives and profit‑sharing programs.
Required Competencies
- Extensive experience in wealth management, private banking, or investment advisory.
- Strong analytical and portfolio‑construction skills.
- Proven ability to manage high‑value client relationships.
- Excellent communication and strategic advisory capabilities.
- Ability to operate autonomously in a capital‑intensive environment.
Salaris: €8.728,40 - €14.265,02 per maand
Arbeidsvoorwaarden:
- Kosteloos parkeren
- Pensioen
Werklocatie: Hybride werken in 1077 Amsterdam Zuid
