Anlageberater (m/w/d)
Core
Building and maintaining long-term, trust-based relationships with private clients to provide holistic financial advice and develop tailored investment and pension strategies.
Role type
Investment Advisor (Private Banking)
Builds
Customized investment and risk management strategies for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, holistic financial planning, investment strategy development, client acquisition, cross-selling
Preferred skills
Initiative, independent work style, persuasive communication
Technologies
Financial planning tools, banking software
Responsibilities
Develop tailored investment and pension strategies based on life goals and risk profiles, acquire new clients, expand existing client base, maintain long-term client relationships
Seniority
Individual Contributor