Anlagenberater (m/w/d)
Core
Building long-term, trust-based relationships with private clients to develop tailored investment and pension strategies based on life goals, risk profiles, and market opportunities.
Role type
Investment advisor (private banking)
Builds
Customized investment and pension solutions for private clients
Domain
Banking / Wealth Management
Required skills
Client relationship management, holistic financial planning, investment strategy development, client acquisition, cross-selling, self-management, sales persuasion
Preferred skills
Prior experience in investment advisory, willingness to develop in this area
Technologies
None stated
Responsibilities
Building and maintaining long-term, trust-based customer relationships; Providing holistic personal advice to assigned private clients; Developing customized investment and pension strategies considering life goals, risk profiles, and market opportunities; Expanding the existing customer base, actively acquiring new customers, and utilizing cross-selling potentials