Private Wealth Manager (m/w/d)

As an owner-managed wealth manager, FV Frankfurter Vermögen AG specialises in the management of high-net-worth individuals, institutional clients and the management of three own funds. We are seeking to fill the position of Private Wealth Manager at our Bad Homburg v.d.H. office with immediate effect.

Your responsibilities include:
• Identifying and engaging with high-net-worth individuals as clients
• Preparing and delivering pitch presentations and onboarding new clients
• Providing guidance to clients on product and sales-related matters
• Organising and co-supervising client events

We are seeking a candidate who can demonstrate the following:
• A minimum of three years of professional experience in investment advice and independent support for a high-end clientele
• Expertise in financial planning and all standard securities products
• A banking qualification or a basic degree in business administration and finance would be an advantage
• Proficiency in common MS Office programs (especially PowerPoint and Word)
• Initiative, drive and a high level of interest

What we offer:
• An exciting, varied and responsible area of responsibility in which you can actively contribute your own ideas
• Career opportunities with an up-and-coming asset manager with in-depth expertise
• Seminars & training that will develop you both professionally and personally
• Regular events and small gifts for birthdays or Christmas create a family-like working atmosphere
• Attractive remuneration with performance-related components

As a young financial services company, FV Frankfurter Vermögen AG benefits from the experience of its employees (f/m/d). As an independent financial services institution, it is authorised to provide investment advice, investment/trading brokerage and financial portfolio management in accordance with Section 2 (2) WpIG and Sections 34c, 34d and 34i GwO. As a non-bank or insurance company, we are not subject to the same sales requirements. This allows us to provide our clients with comprehensive, independent advice based on their individual needs.