Manager Vermögenskunden (m/w/d) in Frankenberg und Umgebung
Core
Personal and digital advisory for wealthy private clients on wealth management and asset building.
Role type
Wealth management manager (private banking)
Builds
Investment portfolios and advisory services for high-net-worth individuals
Domain
Financial services / Private banking
Deliverable
client delivery
Required skills
Wealth management advisory, portfolio management, client acquisition, digital advisory tools, relationship management
Preferred skills
Bank training with advisory specialization, experience in private client advisory, affinity for digital solutions, team collaboration
Technologies
Digital advisory tools, investment platforms
Responsibilities
Manage a fixed client portfolio of 300k-500k EUR, acquire new wealthy clients, advise on securities/funds/certificates/stocks, provide long-term trusted support
Seniority
Mid-level individual contributor