Berater (d/m/w) Digitales Wealth Management
On-site
Core
Provide holistic wealth management advice to affluent private clients via personal and digital channels, managing a dedicated client portfolio.
Role type
Wealth Management Advisor (IC)
Builds
Long-term client relationships and new client acquisition in the wealth management segment
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment knowledge, MiFID-compliant advisory process expertise, digital advisory tools proficiency, client relationship management
Preferred skills
AnsFuG certification, experience advising affluent clients
Responsibilities
Conduct holistic wealth management advice on investments and insurance, manage a personal client portfolio, acquire new clients, collaborate with internal specialists, utilize digital advisory tools
Seniority
Mid-level, hands-on IC