Finanzberater (m/w/d)
Core
Holistic financial and wealth management for high-net-worth individuals across all life phases.
Role type
Senior financial advisor (wealth management)
Builds
Investment and securities portfolios, structured credit solutions
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Holistic financial planning, investment and securities advisory, structured credit decisioning, strategic client acquisition, long-term relationship management, product ownership
Preferred skills
Market understanding, sales strength, capital market interest, high service orientation, initiative, sovereign and committed demeanor, communication skills
Technologies
Sparkassen-Versicherung, LBS, DekaBank