Anlageberater (m/w/d) – Investment ohne Hausprodukte, Einkommen ohne Deckel
Core
Provide investment advice to private clients on funds, ETFs, securities, and asset building, developing long-term strategies tailored to client needs.
Role type
Senior investment advisor (financial planning)
Builds
Personal client portfolios and long-term investment strategies
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Investment advisory experience, knowledge of funds/ETFs/securities, ability to explain complex topics, entrepreneurial mindset
Preferred skills
Existing client base, experience with alternative investments, willingness to obtain §34f qualification
Technologies
Professional advisory and analysis tools
Responsibilities
Advise clients on investment products, develop long-term strategies, build and manage own client portfolio, collaborate with wealth management specialists
Seniority
Senior, hands-on IC