Wertpapierspezialist (m/w/d) in Stuttgart
Core
Provide holistic investment advice and develop individual asset allocation solutions for private and wealth management clients.
Role type
Senior IC wealth management advisor
Builds
Customized investment strategies and client portfolios
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Investment advisory, client relationship management, sales, risk assessment, financial planning
Preferred skills
Securities trading knowledge, advanced financial certifications
Technologies
Financial planning tools, portfolio management software
Responsibilities
Develop tailored investment strategies based on client risk profiles, acquire new clients, expand existing client relationships, achieve sales and quality targets