Anlageberater (m/w/d) – Beraten ohne Hausprodukte
Core
Provide independent investment advice to clients using solutions from over 250 partner companies, avoiding proprietary bank products.
Role type
Senior investment advisor (independent)
Builds
Investment solutions and wealth management strategies for private clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Investment advisory experience, knowledge of funds and ETFs, independent client consultation
Preferred skills
Experience in securities advisory, ability to work autonomously
Technologies
Investment platforms, partner company product suites
Responsibilities
Conduct client consultations, recommend investment solutions from multiple providers, manage client portfolios
Seniority
Senior, experienced professional