Vermögensberater:in (w/m/d) Vermögensanlage & Wertpapiergeschäft
Core
Provide holistic financial advice and asset management solutions to a fixed portfolio of individual and potential clients via in-person, phone, and digital channels.
Role type
Senior IC wealth advisor (securities & investments)
Builds
Tailored investment portfolios and wealth-building strategies for private clients
Domain
Banking / Wealth Management / Securities
Required skills
Securities advisory expertise, Insurance mediation license (IDD), Sales process execution, Digital media proficiency, German language (C1)
Preferred skills
Experience in securities advisory, Strong negotiation skills, Service-oriented mindset
Technologies
Digital advisory tools, Sales process software
Responsibilities
Manage a fixed client portfolio, Develop individual investment concepts based on client preferences, Execute defined sales processes, Support colleagues in branches with securities-related questions
Seniority
Mid-level, hands-on IC
