Finanzdienstleister für Privat und/oder Firmenkunden (m/w/d)
Core
Independent financial advisor providing tailored investment strategies and wealth planning for high-net-worth individuals and corporate clients.
Role type
Independent financial advisor (wealth management)
Builds
Customized investment portfolios and tax-optimized strategies for private and corporate clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial industry experience, Capital markets knowledge, Investment strategy expertise, Tax optimization understanding, Client relationship building
Preferred skills
Experience as banker, insurance agent, or real estate agent, Entrepreneurial mindset
Technologies
Money market funds, Bond funds, Equity funds, Precious metals