Vermögenskundenberater (m/w/d) Filiale Pfaffenhofen
Core
Holistic financial advice and acquisition for high-net-worth private clients (up to €1M assets) across all life phases.
Role type
Senior IC wealth advisor (retail banking)
Builds
Individualized financial strategies and long-term client relationships
Domain
Retail banking / Wealth management
Deliverable
client delivery
Required skills
Financial analysis, client acquisition, negotiation, regulatory compliance (WpHG §87), strategic thinking, relationship building
Preferred skills
Additional qualifications in wealth management, experience with high-net-worth clients
Technologies
Digital banking services, partner platforms (Allianz, Wüstenrot, Wealthcap, PlanetHome)
Responsibilities
Analyze client needs and develop tailored solutions, acquire new clients, coordinate with internal experts for complex requirements, ensure regulatory compliance
Seniority
Senior, hands-on IC