Vermögenskundenberater (m/w/d) Filiale Marktoberdorf
Core
Holistic financial advisor for high-net-worth private clients (up to €1M assets), providing comprehensive strategies across all life phases.
Role type
Senior Private Banking Advisor (Retail Banking Sales)
Builds
Individualized financial strategies and long-term client relationships
Domain
Retail Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, negotiation, regulatory compliance (WpHG §87), strategic thinking, relationship building
Preferred skills
Additional qualifications, proactive networking, team collaboration
Technologies
Digital banking services, partner platforms (e.g., Allianz)
Responsibilities
Acquire new high-net-worth clients, develop tailored financial concepts from retirement planning to asset management, build long-term trust-based relationships, implement regulatory requirements, collaborate with internal experts for complex topics
Seniority
Senior, hands-on IC