Vermögenskundenberater (m/w/d) Filiale Holzkirchen
Core
Holistic acquisition and advisory for high-net-worth private clients (up to €1M assets) and their families, developing individual strategies and building long-term trust.
Role type
Senior Wealth Management Advisor (Private Banking)
Builds
Tailored financial solutions and investment strategies for affluent clients
Domain
Retail Banking / Wealth Management
Deliverable
client delivery
Required skills
High-net-worth client acquisition, comprehensive financial analysis, strategic solution development, regulatory compliance (WpHG §87), negotiation, relationship management
Preferred skills
Additional qualifications in wealth management, strategic thinking, regional market knowledge
Technologies
Allianz, Wüstenrot, Wealthcap, PlanetHome (partner platforms)
Responsibilities
Analyze client needs and develop customized solutions, acquire new high-net-worth clients, manage referrals, coordinate with internal experts for complex requirements, ensure regulatory compliance
Seniority
Senior, hands-on IC