IndividualkundenberaterIn für vermögende PrivatkundInnen (w/m/d)
Hybrid
Core
Provide holistic, needs-based financial advisory and wealth management for individual clients with assets between €100k and €500k, including portfolio structuring and asset optimization.
Role type
Senior IC wealth management advisor
Builds
Client portfolios and financial products
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Wealth analysis, portfolio structuring, sales, client acquisition, cross-functional collaboration
Preferred skills
Securities trading experience, market development success
Technologies
None stated
Responsibilities
Conduct individual wealth analysis and optimization, structure client portfolios, acquire new clients in the target segment, sell specific product portfolios, collaborate with partner specialists