Berater / Vermögensverwalter / Finanzexperte (m/w/d)
Core
Develop into a highly regarded financial expert and build a long-term portfolio of clients, providing comprehensive advice on both business and private assets across all asset classes, often spanning generations.
Role type
Senior financial advisor / wealth manager
Builds
Long-term client portfolios and comprehensive financial strategies
Domain
Wealth management / Private banking / Family office
Deliverable
client delivery
Required skills
Financial advisory expertise, asset management knowledge, cross-generational planning, business and private asset integration, client relationship management
Preferred skills
Experience in banking, financial advisory firms, family offices, or tax/management consulting
Technologies
Modern advisory software, asset management platforms
Responsibilities
Develop client portfolios, provide holistic financial advice (business and private), maintain long-term client relationships, collaborate with a personal advisory assistant