Primary responsibilities include independently identifying and engaging potential new clients, developing comprehensive relationships across all asset classes, understanding complex financial needs of entrepreneurs, family offices, and institutional clients, and acting as the primary financial advisor. The role involves strategic dialogue, tailored financial concept development, and representing Berenberg's full service platform.
Required experience includes a completed banking qualification, preferably with additional certifications like Bank Business Graduate, proven experience managing sophisticated clients in complex wealth management scenarios, comprehensive knowledge of MiFID-II regulations, excellent German and English communication skills, and demonstrated analytical and project management capabilities.
Berenberg offers competitive compensation including flexible 39-hour work weeks, 30 days annual leave, targeted professional development programs, an internal mentorship system, comprehensive benefits like job bike programs, family services, health and sports programs, and a dynamic work environment that encourages entrepreneurial thinking and personal growth.
