Anlageberater / Finanzdienstleister (m/w/d)
Core
Providing tailored investment concepts and long-term wealth growth plans for high-income clients.
Role type
Senior financial advisor (investment & risk management)
Builds
Customized investment portfolios and risk mitigation strategies for affluent individuals
Domain
Wealth management / Private banking
Required skills
Client relationship management, Investment strategy formulation, Risk assessment, Regulatory compliance (German Financial Services Act), Financial planning, Portfolio management
Preferred skills
Experience in asset allocation, Insurance planning, Client acquisition
Technologies
Financial planning software, CRM systems, Investment platforms
Responsibilities
Conducting client consultations, Developing long-term investment strategies, Ensuring regulatory compliance, Managing client portfolios, Providing financial education
Seniority
Mid-Senior, hands-on IC