Finanzdienstleister (m/w/d)
Core
Provide holistic financial management and investment advisory services, specifically in asset management and investment consulting.
Role type
Financial service provider (investment advisor)
Builds
Investment portfolios and advisory services for high-net-worth clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Commercial knowledge, interpersonal skills, customer orientation, organizational skills, planning skills, general education
Preferred skills
Ability to work independently, teamwork
Technologies
N/A
Responsibilities
Advise and mediate classic investments, consult on US real estate investments, consult on regenerative energy PV investments, advise on direct investments for tax savings
Seniority
Individual contributor