Vermögensberater (m/w/d) - hybrides Arbeiten (Remote & Präsenz)
Hybrid
Core
Providing asset management and investment advisory services to international clients in the Rhein Main area.
Role type
Wealth advisor (asset management and investment advisory)
Builds
Individual investment plans and portfolios for clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Asset management, Investment advisory, Client relationship management, Portfolio management, Compliance knowledge, MS-Office proficiency
Preferred skills
German (fluent), English (good), Home office work
Responsibilities
Customer care and advisory, Developing and implementing individual investment plans and portfolios, Maintaining and expanding the client base, Managing customer documentation, transactions and contracts, Ensuring compliance with legal regulations and guidelines
Seniority
Mid-level, experienced professional
