Junior Berater:in Vermögensmanagement Firmenkunden (w/m/d)
Core
Junior wealth management consultant for corporate clients, focusing on holistic private and commercial asset management, strategic planning, and acquisition.
Role type
Junior IC wealth management consultant (corporate clients)
Builds
Tailored asset structuring solutions, including generation and real estate management, asset balance sheets, and strategies.
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Asset management, strategic financial planning, sales and client acquisition, product knowledge (deposits, securities, private pension), internal stakeholder collaboration
Preferred skills
Securities knowledge, prior experience in corporate client advisory
Technologies
N/A
Responsibilities
Advise corporate clients on private and commercial asset management, develop strategic asset plans, acquire new clients through events and visits, collaborate with internal specialists
Seniority
Junior, entry-level with some experience