Vermögensmanager - Anlageberatung / Privatkunden (m/w/d)
Core
Individual wealth management and investment advisory for high-net-worth private and SME clients, covering asset management, financing, insurance, and real estate.
Role type
Senior Private Wealth Advisor / Asset Manager
Builds
Long-term wealth strategies and investment portfolios for private clients
Domain
Financial Services / Wealth Management
Required skills
Long-term experience in wealth advisory for high-net-worth clients, asset management expertise, insurance and financing knowledge, real estate advisory, active client acquisition, negotiation skills, service orientation, self-organization, flexibility, team orientation
Preferred skills
Own client book, established regional network, ability to develop independent wealth management strategies
Technologies
None stated
Responsibilities
Provide holistic advice on wealth management, financing, insurance, and real estate; acquire new clients in the high-net-worth segment; build long-term trusting client relationships; develop individual investment strategies
Seniority
Senior, hands-on IC
