Vermögensberater (m/w/d) in Voll- oder Teilzeit
Core
Private banking advisor providing comprehensive financial advice and wealth management solutions to private clients.
Role type
Private banking advisor
Builds
Investment products, wealth management solutions, and digital financial products for private clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Wealth management expertise, securities knowledge, financial planning, client acquisition, relationship management, product offering
Preferred skills
Bank professional qualification (Bankfachwirt), experience with affluent clients
Technologies
Digital financial products, investment platforms