Kundenberater (w/m/d) - Vermögensmanagement
Core
Retain and advise existing high-net-worth private clients and business owners on asset management and investment structures.
Role type
Senior client advisor (wealth management)
Builds
Personalized wealth management services for affluent individuals and entrepreneurs
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Asset management knowledge, capital market expertise, client relationship management, investment decision explanation, German language fluency
Preferred skills
Experience in banking or family office, strong communication skills, service orientation
Responsibilities
Serve as the primary contact for an existing client portfolio, explain investment decisions and structures clearly, build trust and loyalty with clients
Seniority
Senior, experienced IC
