Finanzberater (m/w/d)
Core
Advise high-net-worth individuals on comprehensive wealth and financial management, including investments, securities, and structured credit decisions.
Role type
Senior financial advisor (wealth management)
Builds
Financial strategies and investment portfolios for private clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Investment and securities advisory, structured credit decisioning, strategic client acquisition, long-term relationship management, product ownership
Preferred skills
Market understanding, sales strength, service orientation, initiative, professional communication
Technologies
Investment platforms, securities trading systems, banking software