Berater:in Vermögensmanagement Firmenkunden (w/m/d)
Core
Holistic wealth management and strategic planning for corporate and business clients, including asset structuring, generational management, and real estate.
Role type
Senior IC wealth management advisor (corporate clients)
Builds
Tailored wealth management solutions and strategies for corporate clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic wealth management, strategic asset planning, generational management, real estate management, financial product knowledge, client acquisition, relationship management
Preferred skills
Sales orientation, experience with high-net-worth corporate clients
Technologies
Financial planning tools, asset management platforms
Responsibilities
Provide holistic private and commercial wealth management advice, develop customized asset structuring strategies, acquire new corporate clients, consult on passive business and securities products, collaborate with internal specialists
