Vermögenskundenberater (m/w/d)
Core
Holistic financial advisor for wealthy private clients (up to €1M assets), providing comprehensive life-stage strategies and acquiring new business.
Role type
Senior Retail Banking Advisor (Wealth Management)
Builds
Individualized financial strategies and long-term client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, negotiation, regulatory compliance (WpHG), strategic thinking
Preferred skills
Additional qualifications, team collaboration, regional market knowledge
Technologies
Digital banking services, partner platforms (e.g., Allianz)
Responsibilities
Advise high-net-worth clients on all financial matters, acquire new clients through networking, develop individual strategies across life phases, implement regulatory requirements, collaborate with internal experts for complex topics
Seniority
Senior, hands-on IC