Kundenberater/in Vermögensmanagement - Private Banking Berater (w/m/d)
Core
Provide individual wealth management and investment advisory services to affluent private clients in the Düsseldorf region.
Role type
Private Banking Wealth Management Advisor
Builds
Long-term investment portfolios for high-net-worth individuals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Wealth management expertise, investment strategy formulation, client relationship management, network building, German language proficiency
Preferred skills
Experience in asset management, capital market knowledge, proactive client acquisition
Responsibilities
Advise clients on asset allocation and investment strategies, manage existing wealth management mandates, acquire new clients, explain market conditions and investment strategies
Seniority
Mid-Senior, experienced advisor
