Vermögensberater:in Vermögensanlage & Wertpapiergeschäft (w/m/d) | Blankenfelde
Core
Provide holistic financial advice and asset management solutions to a fixed portfolio of private clients, including wealth building and securities investment strategies.
Role type
Senior financial advisor (securities and wealth management)
Builds
Individual investment portfolios and financial planning solutions for private clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Securities advisory expertise, wealth management, sales processes, digital media competence, German language (C1)
Preferred skills
Experience in private banking, IDD license, prior securities advisory training
Technologies
Digital advisory tools, internal banking systems
Responsibilities
Consult clients on wealth building and securities investment, develop tailored solution concepts based on client preferences, implement defined sales processes, provide expert support to branch colleagues on investment topics
Seniority
Mid-level, experienced IC