Vermögenskundenberater (m/w/d) – Beratung mit Perspektive
Core
Private banking advisor responsible for managing a personal client portfolio, providing holistic advice on investments, pension planning, and insurance.
Role type
Private banking advisor
Builds
Personalized financial advice and client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
BaFin registration, investment and pension planning expertise, long-term relationship building, regional market knowledge, fluent German
Preferred skills
Experience in private banking, willingness to take ownership
Technologies
None stated
Responsibilities
Manage own client portfolio, provide holistic financial advice on investments, pension, and insurance, build long-term client relationships
Seniority
Entry to Mid-level, individual contributor