Vermögensberater (m/w/d)
Core
Advise clients on holistic financial strategies including wealth management, provision, financing, and real estate.
Role type
Wealth advisor (financial planning)
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, client relationship management, wealth management, provision planning, financing solutions, real estate advisory, generational management
Responsibilities
Advise clients individually on financial potentials and solutions, develop holistic financial strategies, build and maintain long-term client relationships, identify topics like provision and generational management, collaborate with colleagues and specialists