Kundenberater, Vermögensverwalter und Wertpapierexperte (w/m/d)
Core
Advise private individuals and business customers on asset management and investment strategies, explaining strategies clearly and building long-term client relationships.
Role type
Senior client advisor and wealth management specialist
Builds
Investment portfolios and client relationships for private individuals and business owners
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Asset management expertise, investment strategy knowledge, client relationship building, sales orientation, service mindset, German language proficiency
Preferred skills
Experience with securities topics, proactive networking, high communication skills, continuous learning
Technologies
None stated
Responsibilities
Advise clients on asset management and investment strategies, explain investment decisions clearly, acquire new clients and retain existing ones, build trust through neutral and independent advice
Seniority
Experienced, client-facing role