Vermögens-/Anlageberater (gn) Wertpapiere
Core
Develop individual investment strategies and manage comprehensive wealth management for high-net-worth private clients, focusing on securities and private pension planning.
Role type
Senior wealth management advisor (securities)
Builds
Tailored investment portfolios and long-term client relationships
Domain
Private banking / Wealth management
Deliverable
client delivery
Required skills
Securities trading expertise, comprehensive wealth management, client acquisition, relationship management, sales strength, entrepreneurial mindset
Preferred skills
Advanced banking qualification (Bankfachwirt/Bankbetriebswirt), experience in high-net-worth advisory
Technologies
None stated
Responsibilities
Develop customized investment concepts for wealthy clients, advise on securities and private pension planning, acquire new clients, expand existing client relationships, leverage personal network for business development
Seniority
Mid-Senior, experienced IC