Vermögensberater (m/w/d)
Core
Develop tailored investment strategies for wealthy private clients and manage customer relationships across media channels.
Role type
Senior financial advisor (wealth management)
Builds
Personalized investment portfolios and financial solutions for private clients
Domain
Banking and wealth management
Required skills
Investment strategy development, complex securities analysis, credit assessment, client acquisition, relationship management, digital sales processes
Preferred skills
Team collaboration, negotiation, digital affinity
Technologies
Digital sales platforms, media channels
Responsibilities
Develop tailored investment strategies for assigned wealthy clients, consult on securities and credit topics, establish new sales channels, acquire new customers
Seniority
Senior, hands-on IC