Vorsorge- und Vermögensmanager (m/w/d)
Core
Managing client assets, developing tailored investment strategies, and providing comprehensive financial planning including insurance and retirement solutions.
Role type
Senior wealth management advisor
Builds
Customized financial portfolios and retirement plans for high-net-worth individuals
Domain
Banking and wealth management
Required skills
Asset management, investment strategy development, financial planning, insurance consulting, retirement planning, client relationship management
Preferred skills
Securities advisory, concept-based wealth planning
Technologies
N/A
Responsibilities
Support clients in asset management, develop tailored investment strategies, analyze client needs and conceive solutions for financial goals, provide insurance and retirement financing advice, manage acquisition and risk responsibility, expand existing client connections through holistic consulting
Seniority
Senior, hands-on IC