Spezialist/in für Kapitalanlagen (m/w/d)
Core
Advise clients on asset selection, management, and long-term wealth building through tailored investment strategies.
Role type
Investment Specialist (Financial Advisor)
Builds
Customized investment concepts and asset management solutions for individual clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Knowledge of capital investments, securities, and wealth management; Market analysis; Communication and client orientation; Analytical thinking; Digital tool proficiency
Preferred skills
Experience in the financial industry
Responsibilities
Advise clients on investment products and strategies; Analyze markets and client needs; Develop and present tailored investment concepts; Support implementation of investment decisions; Maintain and expand client relationships; Collaborate with internal and external partners