Berater (w/m/d) - Private Banking - Vermögensverwaltung
Core
Advise wealthy private clients on investment and asset management, including portfolio management and developing individual investment strategies.
Role type
Private Banking Advisor (Wealth Management)
Builds
Individual deposit mandates and investment funds
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Portfolio management, investment strategy development, client relationship management, network building, capital market knowledge, German language proficiency
Preferred skills
Sales orientation, service mindset, customer satisfaction focus