(Junior) Vermögensberater (m/w/d)
Core
Acquiring high-net-worth clients and providing structured wealth management and investment advice for private clients and SMEs.
Role type
Junior wealth advisor (sales-oriented)
Builds
Investment portfolios and insurance products for private clients and SMEs
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Sales, client advisory, portfolio management, market analysis, risk management
Preferred skills
Securities advisory experience, experience in asset management
Technologies
None stated
Responsibilities
Acquiring new high-net-worth clients, managing existing client portfolios, selling securities and investment products, advising on market trends, participating in client events
Seniority
Junior, entry-level