Vermögensverwalter am Standort Düsseldorf; m​/w​/d

Job Opportunity At B&K

B&K is an independent asset management company based in Cologne with a branch in Düsseldorf. We manage over 300 families in our core business areas of asset management and asset structuring. Our philosophy is based on three pillars:
Independence, transparency, and experience. We are free, not bound to institutions, unrestricted in the choice of financial products. This is our great strength. We can make objective and individual decisions. We are open. Our customers trust us with something very private: their wealth. In return, our customers give us something even more valuable: their trust. In return, our customers receive full transparency.

We explain complex relationships understandably. In measuring success and remuneration, we maintain complete openness. We know our stuff. For years, we have managed large fortunes – and from different perspectives. We draw on the experience of renowned large banks, traditional private banks, and the free asset manager. Whatever challenge our customers present to us, we are prepared.

Your tasks:

• You will manage demanding private and institutional clients – individually, personally, and with a long-term perspective.
• You will build your own client portfolio and expand it strategically and stand by your clients as a long-term partner.
• You will move confidently in the network:
  You will make valuable contacts with multipliers, decision-makers, and experts.
• You will represent our company at client events and events – authentically and convincingly.
• You will actively participate in the company-wide exchange of the Cinerius Group, e.g., on future topics such as sustainability, digitalization, or sales strategies.

What makes you stand out:

• Several years of experience in managing (and ideally acquiring) wealthy private clients
• Training or degree in finance (e.g., banking training, economics degree) – certifications such as CFP, foundation manager/in or similar are a plus
• Networking skills, negotiation skills, and a confident sense of people
• Entrepreneurial thinking, performance orientation, and a high standard of quality
• A heart for customers and a clear view for sustainable relationships

Why you fit with us:

• Because you are looking for more than just a job.
• Because you value self-responsibility – and at the same time, you can rely on a strong team that grows together.
• Because you want to shape, not just manage.
• Because performance pays off – with satisfied customers and personal success!

Does this sound like you? Then we look forward to your application.

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