Berater/in für Finanzstrategien und Vermögensmanagement (m/w/d)
Core
Holistic, unbound financial planning and wealth management for private clients, including retention and acquisition.
Role type
Financial advisor (private banking)
Builds
Financial planning products and client relationships
Domain
Financial services / Private banking
Deliverable
client delivery
Required skills
Financial planning, client acquisition, client retention, cross-functional collaboration, sales
Preferred skills
Experience in private client advisory or private banking
Technologies
N/A
Responsibilities
Conduct holistic financial planning for clients, onboard and manage existing clients, acquire new clients, organize client events and lectures, collaborate with experts in financing, real estate, asset management, and insurance
Seniority
Entry to Mid-level