Kundenberater Vermögensmanagement (Mensch)
Core
Advising and managing assets for wealthy private clients, developing individual investment strategies, and building long-term relationships.
Role type
Wealth management client advisor
Builds
Long-term client relationships and tailored investment strategies
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial analysis, client relationship management, investment strategy development, market information synthesis, administrative processing, event planning support
Preferred skills
English proficiency, additional foreign languages, MS Office proficiency
Responsibilities
Consult wealthy private clients on asset investments, develop individual investment strategies, build and maintain long-term client relationships, network in the region for new client acquisition, prepare market and company information, handle administrative tasks and correspondence, support planning and execution of client events